Pennsylvania Inheritance and Estate Tax Part 1 The Law (Audio)

  • Credits: 2
  • Format: Self-Study Audio
  • Field of Study: Course Category
  • Author/Speaker: Author Name
Available Formats:        
Advanced Preparation: None
Experience Level: Basic 
Program Prerequisites: General Understanding of Taxes
Course ID: PX-177854 | WR-138.22-SA
Published Date: April 2022*
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
  • 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:

  • Describe how to prepare a Pennsylvania Inheritance Tax Return.
  • Explain various postmortem estate planning issues involved in the preparation of the Pennsylvania Inheritance Tax Return.
  • Coordination with the Federal Estate Tax Return (Form 706)
  • Coordination with estate administration issues.
  • Outline the Probate issues
  • Outline the Non-probate issues
  • Outline the Valuation issues
  • Outline the Joint tenancy issues


Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA