NASSAUSUFFOLK

 View Only

NEW JERSEY INHERITANCE TAX

  • 1.  NEW JERSEY INHERITANCE TAX

    Silver Most Valuable Member
    Posted 02-15-2024 01:20 PM

    Hoping someone has experience with this filing

    Two questions pertaining to Class D beneficiaries

    Are all retirement accounts and Life Insurance proceeds taxable to these beneficiaries

    What expenses are allowed against the tax...i.e. funeral expenses , legal and administration, Executor fees



    ------------------------------
    Gabriel Bentovim
    CPA
    HOFFMAN & BENTOVIM, CPAs PC
    Commack NY
    631-499-1500631-499-1500
    631-499-1500
    ------------------------------


Discussion Disclaimer

The opinions expressed are the views of the author alone and should not be attributed to any other individual or entity and shall not constitute an accounting opinion.