For Your Benefit

Death and Taxes: What to Know for 2023

January 30, 2023 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Marc Levine, Esquire., to talk about death and transfer taxes.

  • Basics of estate, inheritance, and gift taxes – Who it affects and who it doesn’t
  • Tax Law changes for 2023 and beyond
    • What are the changes in estate and gift taxes for 2023?
    • What do we know about estate taxes going forward?

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