Sunday Series: Inheritance Tax – The Presentation
Sunday, February 9, 2025 • 11 Sh'vat 5785
11:30 AM - 1:00 PMThis is the tax no one wants to talk about but will affect us all. Join Lisa Elkin-Wallis, from New Jersey’s Inheritance and Estate Tax Branch as she discusses the role of an executor or administrator, types of beneficiary classes, if taxes are owed, filing requirements, how to obtain waivers, and other important information you should know.
Lisa has been with the New Jersey Division of Taxation for 14 years. Throughout this time, she has gained extensive experience as an Auditor in the Inheritance and Estate Tax Branch. Lisa’s various roles within the department include auditing, special projects, interacting with and aiding the public with Inheritance and Estate Tax issues and training.
Prior to her employment with the State of New Jersey, Lisa was an accountant in the private sector. Her knowledge and comfort with both the private and public sector have played an integral part in her success with Taxation and desire to educate the citizens of New Jersey about the Inheritance Tax.
In addition, Lisa has been a member of Temple Shaari Emeth since 2009, and has been a proud part of the teaching staff on and off for the past 9 years. In her spare time, Lisa enjoys spending time with her kids, Olivia and Ethan, going on adventures with her husband, Larry, or hanging out with her dog, Sophie, and two cats, Mia and Delilah.
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