Plan Smarter, Preserve More
New Jersey no longer imposes an estate tax, but its inheritance tax continues to impact certain beneficiaries based on their relationship to the decedent. Understanding these rules is key to effective estate planning and protecting your legacy.
Join our exclusive webinar to explore the intricacies of New Jersey’s inheritance tax and discover practical strategies to help mitigate this tax.
What You’ll Learn?
- When and how New Jersey inheritance tax applies
- Guidance on preparing and filing Form NJ IT-R
- Transfers subject to the tax − and those exempt
- The ins and outs of inheritance tax waivers
- Strategic planning to help minimize tax liabilities
Host and Presenters:
PKF O’Connor Davies
Bhakti Shah, JD, CPA, Partner, Trust and Estate
Mani Gupta, CPA, Director, Trust and Estate
Donna Perrette, JD, CPA, Manager, Trust and Estate
Who Should Attend:
Individuals, executors and beneficiaries of estates, wealth managers, estate planners, financial advisors, attorneys and tax advisors.
CPE Credit:
1 CPE Credit in Taxes
No prerequisites or advanced planning required
Program Level: Basic
Delivery Method: Group Internet Based
For information regarding complaint and/or program cancellation policies, please contact l&dsupport@pkfod.com.
PKF O’Connor Davies is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.