Pennsylvania Inheritance and Estate Tax Part 2 Line by Line (Audio)

  • Credits: 2
  • Format: Self-Study Audio
  • Field of Study: State Taxation
  • Author/Speaker: Art Werner
Available Formats:        
Advanced Preparation: None
Experience Level: Basic
Program Prerequisites: General Understanding of Taxation
Course ID: WR-139.22-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:

  • Explain how to prepare a Pennsylvania Inheritance Tax Return.
  • 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.


Who Should Attend:
  • All Certified Public Accountants (CPAs)
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA