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Jan 2, 2020

Pat Dillon is back!  Taxes are not my area of expertise, so I called in the expert from Iowa.  Pat walks us through all the info related to capital gains taxes.  What are they?  When are they owed?  What is a stepped up basis? How do we know when this is a concern? Should this impact an estate plan?  He'll answer all of these questions!

Contact Info for Pat Dillon



(Phone) 563.578.1850



Links to Topics Mentioned on the Show

Pat's prior podcast episode - True Stories from a Small Town Lawyer

Blog post on Transfer on Death Deed

Blog post on Lady Bird Deed

Fact sheet I co-authored with Terry Griffin on how to use USDA data to help estimate stepped up basis value