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HOUSE_OVERSIGHT_029344.txt

Why This Matters

The article discusses a case where the heirs of a Texas billionaire used a specific strategy to reduce their estate tax bill by utilizing an alternative valuation date to value the inherited stock.

AI-Generated Summary

The article discusses a case where the heirs of a Texas billionaire used a specific strategy to reduce their estate tax bill by utilizing an alternative valuation date to value the inherited stock. The author finds this approach interesting and wonders if it was suggested by Alan S. Halperin, who is mentioned in the email.

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File Type: TXT

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