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[Tax] 5, Gifted Property Basis

[Tax] 5, Gifted Property Basis

Open Exam Prep · Ran Chen, EA, CFP®

March 11, 20253m 45s

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Show Notes

General rule is carryover basis; exceptions apply for loss property and appreciated property with gift tax paid. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

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