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  2. How do you calculate cost basis on investments? - AOL

    www.aol.com/finance/calculate-cost-basis...

    To calculate the cost basis for real estate, first add up these costs: ... Understanding cost basis is an essential part of managing your investments and planning for taxes. It helps determine the ...

  3. Cost basis - Wikipedia

    en.wikipedia.org/wiki/Cost_basis

    Basis (or cost basis), as used in United States tax law, is the original cost of property, adjusted for factors such as depreciation. When a property is sold, the taxpayer pays/(saves) taxes on a capital gain /(loss) that equals the amount realized on the sale minus the sold property's basis.

  4. Society of Trust and Estate Practitioners - Wikipedia

    en.wikipedia.org/wiki/Society_of_Trust_and...

    The designation TEP after a member's name is the only widely recognised mark for professionals in the trust and estate administration industry. [ 3 ] [ 4 ] All STEP members are subject to a Code of Professional Conduct requiring them at all times to act with integrity and in a manner that inspires the confidence, respect and trust of their ...

  5. Estate planning - Wikipedia

    en.wikipedia.org/wiki/Estate_planning

    Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for future incapacity or death. The planning includes the bequest of assets to heirs, loved ones, and/or charity , and may include minimizing gift, estate, and generation-skipping transfer taxes .

  6. Carryover basis - Wikipedia

    en.wikipedia.org/wiki/Carryover_basis

    Generally, a taxpayer's basis in property is the cost to acquire the property. [2] However, there is an exception for inter vivos gifts and transfers in trust. [1] For gifts, to calculate a gain, the donee has the same basis in the property as the donor's adjusted basis in the property. [3]

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