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 use of the Deceased Spouse’s Unused Exemption (DSUE)

2026  $  5,000,000** as adjusted for inflation

  • Marital deduction
  • Charitable deduction

This Alert is provided for informational purposes only and does not constitute legal advice. Before taking any action related to the issues addressed above, you should consult with an attorney of your choice.