Unlock the Power of Planning: Minimizing Capital Gains

In-Person

Learn ways to reduce or eliminate capital gains taxes for heirs.

In this seminar, you will learn about two tax concepts that can significantly reduce or eliminate capital gains taxes for heirs.

What You'll Learn:  

• What Step-Up Basis is and How It is Used
• What Double Step-Up in Basis is and When it Can Be Used
• How Different States Calculate Community Property, Common-Law Property and Community Property Trusts
• Why This Matters for Trust and Estate Planning

Questions about this program? Contact the Quince Orchard Library at 240-777-0200. 

Don't have a card right now? No worries! Find out how to Get a Library Card.

Library Program Attendance (both virtual and in the branch) is limited to participants within the suggested age range of the program. Children attending an MCPL program under the age of 8 must be accompanied by an adult. Adults attending a program intended for children must have an accompanying child.

If you plan to attend with a group of ten or more, please contact the branch at least one week before the program to discuss how your group might be accommodated.

Accommodation Requests

People who are Deaf or Hard of Hearing should request English-language captioning or sign-language interpretation at least five days before the library-sponsored program they plan to attend. Contact the Assistant Facilities and Accessibility Program Manager at 240-777-0002 with all other accommodation requests.

cm 1.1 01/03/2023

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