New Jersey Inheritance & Estate Tax Pt 1 -The Law (ondemand webinar®)

  • Credits: 2
  • Format: OnDemand Webinar
  • Field of Study: Taxes
  • Author/Speaker: Art Werner

Course ID: Advanced Preparation: Experience Level:
WR-140 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© April 2020 General Understanding of Taxation OnDemand Webinar | Live Webinar

COURSE DESCRIPTION

Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in preparing the New Jersey Inheritance Tax Return (IT-R Form and IT-Estate Form).

Topics include:

  • Various postmortem estate planning issues involved in the preparation of the New Jersey Inheritance Tax Return
  • Coordination with the Federal Estate Tax Return (Form 706)
  • Coordination with estate administration issues
  • Probate issues
  • Non-probate issues
  • Valuation issues
  • Joint tenancy issues

Learning Objectives:

After reading the course material, you will be able to:

  • How to prepare a New Jersey Inheritance Tax Return.

Who Should Attend:

  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Tax Return Preparers (TRPs)

Qualifies and Approved with All State Boards of Accountancy and the following sponsorship’s:

NASBA