Brinker Addresses Income Tax Issues in Estate Planning

November 29, 2012 JoLynne Bremmer

Thomas Brinker, Jr., Professor of Accounting and Executive Director of the MBA Program, gave a presentation on “Income Tax Implications Using Traditional Estate Planning Techniques and a Review of Some Real Estate Oddities” to attorneys and CPAs at Penn State University on Oct. 10. The session addressed income tax issues associated with popular estate planning techniques, unique real estate tax issues associated with calculating the exclusion of gain on sale of a principal residence, application of the “vacation” home rules, and the “self-rental” rules and their impact on income tax planning.

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