- Credits: 2
- Format: OnDemand Webinar
- Field of Study: Taxes
- Author/Speaker: Art Werner
| Course ID: | Advanced Preparation: | Experience Level: |
|---|---|---|
| WR-140 | None | Overview |
| Published Date: | Program Prerequisites: | Other Course Formats: |
| © April 2020 | General Understanding of Taxation | OnDemand Webinar | Live Webinar |
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 New Jersey Inheritance Tax Return (IT-R Form and IT-Estate Form).
Topics include:
- Various postmortem estate planning issues involved in the preparation of the New Jersey 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:
- How to prepare a New Jersey Inheritance Tax Return.
Who Should Attend:
- All Certified Public Accountants (CPAs)
- Enrolled Agents (EAs)
- Tax Return Preparers (TRPs)
Qualifies and Approved with All State Boards of Accountancy and the following sponsorship’s:
