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Estate Tax Planning

Tuesday, February 11, 2025 by Nick Aiola
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Estate Tax Planning involves strategies to minimize taxes on property and assets passed to heirs while maximizing the value of the estate.

Related Terms

  • Gift Tax Exclusion
  • Stepped-Up Basis
  • Back to Glossary Index

About Nick Aiola

Nick Aiola is the CEO of Aiola CPA, PLLC - a 100% virtual CPA firm, specializing in tax planning and preparation for real estate investors.
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Tim Johnson

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About Tim

Tim Johnson is a Digital Marketing and Content Coordinator passionate about turning complex tax topics into clear, engaging content for real estate investors.

With a background in marketing strategy, analytics, and storytelling, he builds data-driven campaigns that connect insight with action.

Outside of work, Tim enjoys cooking southern comfort food, exploring biking trails, catching live music, and cheering on the New Orleans Saints.

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Dustin is a Marine Corps veteran, holds a BS in Accounting, and brings several years of experience in accounting covering multiple different industry types.

Raised in the Mid-West, Dustin enjoys spending time with his 2 children, fishing, golfing and cheering for the Chicago Bears.