Senate Democrats Propose the STEP Act

By Robert Keebler, CPA , Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

Senators Chris Van Hollen, Cory Booker, Bernie Sanders, Sheldon Whitehouse and Elizabeth Warren introduced the Sensible Taxation and Equity Promotion (STEP) Act. This will provide for the realization for capital gains at the title gift, and the realization of capital gains in death.

Nationally renowned CPA, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, recorded a brief audio briefing on April 1st, 2021 for The Ultimate Estate Planner, Inc.  Please take a moment to listen in and forward along this email to friends and colleagues that you feel may benefit from it.