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  • Posted in: NAEA Member Forum

    Hello NAEA,  I need names and contact information for a feature story in the WSJ of your most dramatic and traumatic preparation experience due to the TCJA, specifically where a client totally freaked out over having to pay instead of getting a refund.  ...

  • Posted in: NAEA Member Forum

    Dany, Unless there was some monkey business with title in CA the RE belonged to the decedent on the DOD, QED step up to DOD valuation for gain or loss. Yes, CA takes the step up basis, just did as settlement of a CA inter-vivos Trust with a life ...

  • Posted in: NAEA Member Forum

    Thanks Dave for the cite and usual detailed analysis. In Merideth ( as well as ​Redish TCM 2015-95) the issue was what it took to convert vacation property to rental property. The two(2) requriements were Proof of abandonment( of secondary residence use) and ...