Pennsylvania Inheritance and Estate Tax Part 2

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