The 5 Assets That'll Save Your Heirs (and the 5 That'll Destroy Them)

Podcast: The Tax Strategy Playbook · David Wiener, "Mr. Cash Flow"

Opublikowano: 2026-07-14

I want you to sit with one number: $177,500. That's the tax bill one of my clients avoided entirely — not through a loophole, but by understanding how step-up in basis actually works for real estate investors. In this episode of The Tax Strategy Playbook, I walk through the 5 best assets you can leave your heirs and the 5 worst estate planning traps real estate investors fall into — traps that can cost families six figures in avoidable taxes and legal fees. You'll learn: ✅ How step-up in basis can erase capital gains and deprecia...