Market Volatility and the Kennan Doctrine in Estate Administration
By Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Given the recent market turbulence, now is the time to reassess how the Kennan Doctrine applies to estates currently under administration. With significant fluctuations driving Kennan gains and losses, effectively utilizing them could have a major impact—but it all comes down to the elections made on upcoming fiduciary income tax returns.
To help you navigate these critical decisions, Nationally renowned CPA, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), recorded an exclusive audio briefing for The Ultimate Estate Planner, Inc. I encourage you to take a few moments to listen and share this email with colleagues and friends who would benefit from these insights.