Work

Snapshots of Optimizing Asset Disposition for Inheritance: A Quantitative Analysis of the Critical Loss Rate and Stepped-Up Basis

Year: 2026

Type: article

Source: Practical Applications

DOI: 10.3905/snp.2026.jwm.015

Author: Derived from original PMR research written by Charles A. Stone and Anne Zissu using AI and an editor

Language: English

Topic: Financial Markets and Investment Strategies

Subfield: Finance

Field: Economics, Econometrics and Finance

Domain: Social Sciences

Open Access status: closed

OpenAlex ID: W7172275878

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