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
(Website) http://dillonlawpc.com/
(Email) info@dillonlaw.com
(Phone) 563.578.1850
(Twitter) https://twitter.com/Dillonlaw
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