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Upcoming Webinar: “Reduction Strategies for PA Inheritance Tax”

July 7, 2018 by Cheryl Proska in For Individuals, For Professionals, News

Register for our upcoming webinar

Webinar Registration Now Open

“Tax Reduction Strategies for the PA Inheritance Tax”

Tuesday, August 14 • 11:00 a.m. – 12:00 p.m.

Click Here to Reserve Your Spot Today

This webinar topic will review the Pennsylvania Inheritance Tax and planning opportunities to reduce the burden of this tax. Carefully choosing which beneficiaries receive which assets can have a significant impact on the overall tax that is payable to the PA Department of Revenue. Discussions will include strategic use of beneficiary designations, gifting programs, charitable beneficiaries, the qualified family-owned business exemption and domicile planning. These discussions are aimed at minimizing the tax and maximizing distributions to beneficiaries

 

 

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