James Lynch, Esq., CPA, is currently retired. Before, he worked in taxation for 29 years, mostly with a regional CPA firm. Concentrated in estate and trust matters and individual taxation.
NJ Inheritance Tax rates/classes and key filing requirements.
Planning strategies to legally minimize tax exposure for non-exempt beneficiaries.
NJ’s tax structure compared to neighboring states and federal estate tax.
Learning Objectives
Upon completion of this course, you'll be able to:
Explain NJ Inheritance Tax rates/classes and key filing requirements to identify taxable scenarios.
Evaluate planning strategies to legally minimize tax exposure for non-exempt beneficiaries.
Compare NJ’s tax structure to neighboring states and federal estate tax to optimize multigenerational wealth transfers.
Major Topics
NJ Inheritance Tax rates/classes and key filing requirements.
Planning strategies to legally minimize tax exposure for non-exempt beneficiaries.
NJ’s tax structure compared to neighboring states and federal estate tax.
