Search results

@oceans If it was a different security how would that impact the step up?

@oceans Step up maybe 80k. Agree with second point if she was keeping it in cash but she wants to reinvest it as soon as it settles so I think that cancels out your point

So client who’s 90yo, networth roughly 1M and declining health. Accountant called with client saying client has 40k in carry forward losses and he wants me to realize 40k in gains so the losses aren’t wasted if client passes. While I agree the losses would be wasted if client passes and the...