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    Nov

    Basis Consistency Reporting after the Final Regulations

    1 PM EST

    In September 2024, the basis consistency regulations were finalized. This presentation will provide background on the issue and summarize the changes made to the proposed regulations that were issued in 2016.

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      11/03/2027

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    The panelists will give practical guidance on determining which estates are subject to this basis consistency regime, summarizing the rules apply to estates not subject to this regime, procedures and strategies in completing Form 8971, and alerting participants of the new obligations trustees have regarding basis consistency.

    The ABA will seek 1.5 hours of CLE credit in 60-minute states, and 1.8 hours of CLE credit for this program in 50-minute states. Credit hours are estimated and are subject to each state's approval and credit rounding rules. Please visit www.americanbar.org/mcle for general information on CLE at the ABA.

    Scholarships

    Financial scholarship applications are available for this program. To request an application, please fill out the form here. For any questions about the process please email [email protected].

    Event Details

    Duration

    90

    Format

    Webinar

    Date

    Nov 04, 2024

    2024-11-04T13:00:00-05:00 2024-11-04T14:30:00-05:00 Basis Consistency Reporting after the Final Regulations

    In September 2024, the basis consistency regulations were finalized. This presentation will provide background on the issue and summarize the changes made to the proposed regulations that were issued in 2016.

    Speakers

    James Dougherty

    Dungey Dougherty PLLC

    Sponsors

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