2010: The year the Estate Tax forgot

April 19, 2010 — Please join hosts Bob Leins and John Elliott in welcoming our special return guest, Marc Levine, an attorney with Handler-Levine in Bethesda, Md.

Marc will cover:

  • The current status of the Federal Estate Tax
  • What Carryover Basis is and why it is worse than the Estate Tax for most people
  • What the ‘State’ Estate Tax is and when it applies
  • Gift Tax Rules and why they are the most ignored IRS filing requirements