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![CPATaxTeam Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::164809921.png) Craig Hausz, CPA [@CPATaxTeam](/creator/twitter/CPATaxTeam) on x 5140 followers
Created: 2025-07-23 15:00:44 UTC

@scrt2vrybdy @mkoontz328 @AdviserCounsel We don't have any kids inheriting more than $5mm complaining about the account not being worth $XXXXXXXXX instead. Especially given step up in basis rules.

Too many advisors think too small. It's picking up pennies compared to what you can do with a 10mm family tax wise.


XXX engagements

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**Related Topics**
[tax bracket](/topic/tax-bracket)
[$5mm](/topic/$5mm)

[Post Link](https://x.com/CPATaxTeam/status/1948035557290078622)