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Legal Alerts2018-10-16T21:32:35+00:00

Pennsylvania Inheritance Tax Summary

October 28th, 2018|

Pennsylvania Inheritance Tax Rates: –0% to surviving spouse –4.5% to lineal heirs –12% to siblings –15% everyone else –No tax on charities This above summary is provided [...]

Annual Exclusion Gifts in 2018

October 23rd, 2018|

TAX ALERT Gift tax exclusion amounts – present interests 2017  $14,000 per person 2018  $15,000 per person Deceased spousal unused exclusion (DSUE)  Used first against surviving spouse’s [...]

Federal Estate Tax in 2018

July 17th, 2018|

Practice Alert: https://www.picpa.org/attend-cpe-events/conferences/picpa-conference-on-pennsylvania-taxes/conference-on-pennsylvania-taxes-speakers Neil Yahn to speak on Federal Estate Taxes in 2018 40% tax Date of death value Basic exclusion amount 2017  $  5,490,000 2018  $11,180,000 and [...]

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