Upcoming Webinar: “Reduction Strategies for PA Inheritance Tax”
Webinar Registration Now Open
“Tax Reduction Strategies for the PA Inheritance Tax”
Tuesday, August 14 • 11:00 a.m. – 12:00 p.m.
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