Limited Window of Opportunity - Change in Stock Basis Ordering Rules
The Senate tax reform proposal requires that taxpayers use the FIFO method, which simply means that the oldest lot must be sold or gifted first. That's the easy part; the hard part for advisors is the planning that will need to be done during a very short window of opportunity, because once the clock strikes midnight on December 31st, taxpayers will be required to use the FIFO method with limited planning options.
From now to the end of 2017, there are a number of planning techniques can better manage basis, and these should be discussed with clients in this limited window of opportunity. In his exclusive LISI webinar, Bob Keebler will review the following planning opportunities:
- Gift very low basis shares to charity or a donor advised fund, private operating foundation or private foundation
- Special considerations for NUA stock
- Special considerations for dual basis ISO shares
- Harvest all losses from multi-lot portfolio positions
- Sell high basis stock before year-end
- Gift stock to your spouse and file separately
- Gift stock to a charitable remainder trust
- Gift stock to a non-grantor charitable lead trust
- Gift stock to a partnership owned by the taxpayer and family members
- Gift stock to a non-grantor completed gift trust
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