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Understanding the Alternate Valuation Date

February 27, 2021By Phil Clark, CPWA®,CFP®, CLU®
Understanding the Alternate Valuation Date

When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and its heirs.1 The executor will have the option of valuing the estate on the date of death, or alternately, on the six-month anniversary of death – the latter is, fittingly, referred Read the full article…

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KROST Wealth is a division of KROST, a full-service Certified Public Accounting and Consulting firm headquartered in Pasadena, California. KROST Wealth offers an integrated, tax-centric approach to wealth management to help businesses and individuals achieve their financial goals through Investment Planning, Tax Planning, Estate Planning, Insurance, Income Protection and Asset Preservation, Education Planning, Retirement Planning, Risk Management, Business Planning, and Debt Management. Contact us for more information at 626-449-4225.

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  • Services
    • Financial Planning
    • Investment Planning
    • Tax Planning
    • Risk Management & Asset Protection
    • Retirement Planning
    • Business Planning
    • Estate Planning
    • Education Planning
  • About
    • Who We Are
    • Our Team
    • Certified Private Wealth Advisor®
  • Resources
    • Client Discovery Meeting Checklist
    • Investment Plan Calculator
    • Sample Financial Report
    • Annual Plan Review Checklist
    • Second Quarter Questionnaire
    • Discovery Questionnaire
    • Media
    • Subscribe
    • Visit KROSTCPAs.com ›
  • Blog
  • WYK Podcast
  • Contact