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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

| September 19, 2019

WEEKLY EDUCATIONAL UPDATE - SEPTEMBER 18, 2019 

When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and its heirs. The executor will have the option of valuing the estate on the date of death, or on the six-month anniversary of death - the "Alternate Valuation Date."Click here to read more.