Pennsylvania Inheritance and Estate Tax Part 1: The Law (audio)

  • Credits: 2
  • Format: Self-Study Audio
  • Field of Study: Taxation
  • Author/Speaker: Art Werner
Course ID: Advanced Preparation: Experience Level:
WR-138.21 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© Oct 2014 Basic Understanding of Taxes Self-Study Video | 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 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:

  • Describe how to prepare a Pennsylvania Inheritance Tax Return.
  • Explain 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.
  • Outline the Probate issues
  • Outline the Non-probate issues
  • Outline the Valuation issues
  • Outline the Joint tenancy issues

 

Who Should Attend:
  • All Certified Public Accountants (CPAs)

 

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
NASBA