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Posts tagged Appreciated Assets

What Is Reverse Gifting, and How Could It Help You Avoid Capital Gains Tax?

What Is Reverse Gifting, and How Could It Help You Avoid Capital Gains Tax?

Do you have a highly appreciated asset? Our video explains reverse gifting, a strategy that can erase the capital gains tax on it entirely.

Estate PlanningKristen LukeNovember 19, 2026Reverse Gifting, Upstream Gifting, Step-Up In Basis, Capital Gains Tax, Section 1014(e), Gift Tax, Appreciated Assets