- Tax Planning, Estate Taxes, Charitable Trusts
CPE COURSE: Hidden Taxes When You Inherit
Date & Time
- May 21st @ 12:00 PM (PST)
Description
- Are you prepared for the “gotchas” and hidden tax traps waiting for your inheritance? Income, Capital Gains, Property, Generation-Skipping, and Inheritance Taxes, to name a few! Do you know how to protect inherited wealth from unexpected tax burdens that could eat away at it? From federal estate taxes to income tax on IRAs, capital gains, and property tax reassessments, attorney & Certified Specialist Jim Cunningham will guide you through the complexities of managing these taxes. We’ll delve into the often-overlooked California inheritance tax implications that can significantly impact your assets. Plus, discover strategies to minimize the California inheritance tax burden, including estate planning, gifting, charitable donations, and more. Don’t let unexpected tax burdens catch you off guard—arm yourself with knowledge and strategies to preserve wealth and fully understand what happens when money is inherited. Register now to secure your spot!