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Steve Gorin’s "Business Structuring Series" : Class #4: Basis Step-Up Strategies for Equipment and Real Estate



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Basis Step-Up Strategies for Equipment and Real Estate

Although business interests receive a new basis when included in a decedent’s gross estate (“outside basis step-up”), property the business owns will not necessarily receive a corresponding benefit (“inside basis step-up”). In this webinar, you will:

• Learn the concepts of “outside basis” and “inside basis” and how they differ, based on the structure used to hold business assets

• Find out how an S corporation can try to mimic a partnership’s inside basis step-up and when that strategy works or fails.

• See how to obtain 100% leverage on real estate so that it can get a free basis step-up while transferring high basis assets using leveraged estate planning tools.


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Steve is a nationally recognized practitioner in the areas of estate planning and the structuring of privately held businesses. Lawyers, accountants and business owners regularly look to Steve for fresh, highly knowledgeable insights into the best possible tax and estate planning approaches to their transactions.

Steve crafts estate plans for individuals, keeping in mind their financial security and desire to save income and estate tax. In his work for businesses, Steve helps owners plan for the eventual sale (to co-owners, employees, or third parties)or transfer (to family members), and provides a legal framework for an orderly transition while strategically saving income, transfer, and FICA taxes.

Drawing on his background as an accountant — and his still-current CPA license and Chartered Global Management Accountant credential — Steve structures businesses to achieve business objectives and save income or estate tax. He has helped fledgling businesses organize, thriving businesses restructure to save hundreds of thousands of dollars of income tax when planning a transition to the next ownership group, and mature multi-million or billion-dollar businesses plan tax-saving transfers to the next generation.

Over the course of his 30-year career, Steve has amassed a deep knowledge of nearly every aspect of tax strategy for privately held businesses and freely shares that knowledge with others in the field. His quarterly newsletter, Business Succession Solutions," is considered essential reading for hundreds of CPAs and attorneys, who describe it as "a fantastic contribution to the field." Steve also maintains a blog, Business Succession Solutions, intended to help business owners — and those who advise or support them — consider smart tax strategies.

Steve is a highly visible member of the ABA's Real Property, Trust & Estate Law Section and the American College of Trust & Estate Counsel, which regularly directs its members to Steve's quarterly newsletter. He has represented both groups in comments to the IRS, the U.S. Treasury, and tax lawmakers.


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