Pennsylvania Inheritance and Estate Tax Part 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-138 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© April 2020 General Understanding of Taxation Self-Study Audio | 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 Pennsylvania Inheritance Tax Return (PA Form 1500).

Topics include:

  • Various postmortem estate planning issues involved in the preparation of the Pennsylvania Inheritance Tax Return
  • 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 Pennsylvania Inheritance Tax Return.
  • Coordination with the Federal Estate Tax Return (Form 706).
  • Coordination with estate administration issues.

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