Scheduled Times are Eastern Time Zone

Pennsylvania Inheritance and Estate Tax Part 1

Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Overview  WR-138.LW 2 Arthur Werner

Pennsylvania Inheritance and Estate Tax Pt.1 The Law

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). 

Upon successful completion of this course, participants will be able to: 

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 

Topics that will be covered:
▪ 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:
How to prepare a Pennsylvania Inheritance Tax Return 

Event Properties

Event Date 10-10-2019 1:00 pm
Individual Price 49.00
Categories Federal Tax Updates,Moderated Webinars

Group Rate

#Registrants Rate/Person($)
5 45.05
10 41.10
20 37.15

Speakers

Art Werner

We are no longer accepting registration for this event