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Income Tax Planning
Chapter 10: Basis Rules, Depreciation, and Asset Categorization/BASIS
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 10: Basis Rules, Depreciation, and Asset Categorization

BASIS

01.Core Concepts

Purpose • Keep track of after-tax dollars (capital) that is tied up in an investment • Allows investor to recoup capital tax-free upon sale Uses • Determine gain/loss • Determine depreciation deductions • Determine the amount an investor has “at risk” under the passive loss rules