One of the biggest tax benefits in estate planning is the step-up in basis rule. When your heirs inherit real estate, the property’s value is “stepped up” to its market value at the time of your death. This reduces the capital gains tax they’ll owe if they decide to sell the property. A CPA for real estate investors ensures that this benefit is applied correctly, saving your heirs thousands in taxes.

Read The Blog: https://juliemerrill.bcz.com/2025/02/05/estate-planning-for-real-estate-investors-why-you-need-a-cpa/