Scheduled Times are Eastern Time Zone

Pennsylvania Inheritance and Estate Tax Part 2

Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Overview  WR-139.LW 2 Arthur Werner

Pennsylvania Inheritance and Estate Tax Pt.2- Line by Line

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 12-02-2019 3:00 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