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Financial Planning / Tax Strategies


Subject:  Re: Stepped up Cost Basis on Death Date:  1/8/2002  8:28 PM
Author:  chickbull Number:  56932 of 129380

WOW! I got the mean for the Friday before the Sunday date of death. It is $85.3437. Where I get lost is where you say "The average is to be weighted inversely by the respective numbers of trading days between the selling dates and the valuation date"
Seems the valuation date, Friday, is the same as the selling date, correct? Is the selling date the same as the date used for the valuation. Any further help is sure appreciated.

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