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Demystifying Pennsylvania Inheritance Tax

May 22, 2019 | Category: Events | Tags:

One of 38 states that does not have an estate tax, Pennsylvania instead charges an inheritance tax. Pennsylvania’s inheritance tax can become complex as percentages are calculated based on  the relationship of the heir to the decedent and the application to various assets can be confusing. It is important for accountants and financial advisors to understand the implications of this tax for their clients who may be listed as beneficiaries by their loved ones.

Join us for this one-hour CPE seminar during which we will discuss the basics of Pennsylvania inheritance tax including how it is calculated and who has to pay. The speaker will review real estate issues and implications on trusts when it comes to paying inheritance tax.  The presentation will include a review of disclaimers and how they can be used properly.

DEMYSTIFYING PENNSYLVANIA INHERITANCE TAX

1.o CPE Credit provided by Approved Program Sponsor, State Board of Accountancy – Bureau of Professional and Occupational Affairs

**Updated: 1.0 CE Credit for CFP® professionals provided by Approved Sponsor, CFP Board

Tuesday, June 18 at the Offices of Gross McGinley, LLP

33 S. Seventh Street, Allentown, PA 18101

FREE PARKING

7:45 am Registration, 8:00 am to 9:00 am Program

REGISTER NOW

We are offering this seminar free of charge. However, space is limited. Please register by Thursday, June 13th by fax to (610) 820-6006 or by email to mmiller@nullgrossmcginley.com. For more information, please call (610) 820-5450.

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