I need a stepped-up basis appraisal: Why a Stepped-Up Basis Appraisal Can Save Heirs Thousands in Taxes

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When a loved one passes away and leaves behind assets—such as real estate, stocks, or a closely held business—their heirs are often unaware of one of the most significant tax benefits available: the stepped-up basis. For high-value estates, especially those involving appreciated property, this tax adjustment can translate into major savings. But realizing those benefits…

What do farmers and appraisers have in common?

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Soon, a part time job!  Recently, the appraisal threshold for residential properties – those with 1 -4 units – was proposed to be increased from $250,000 to $400,000. That proposal will likely find solid ground. According to an article published in Valuation: Insights and Perspectives for Real Estate Appraisers, this change would increase the share…

Do I need a commercial real estate appraiser or a residential real estate appraiser?

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The main difference between a residential real estate appraiser and a commercial real estate appraiser is the property type in which the appraiser is LICENSED and COMPETENT to appraise. When in doubt, hire a Certified General Real Estate Appraiser who will perform the appraisal or refer you to a competent residential appraiser. In summary, there are 3…