Pennsylvania Inheritance and Estate Tax Part 2: Line by Line (audio)

  • Credits: 2
  • Format: Self-Study Audio
  • Field of Study: Taxation
  • Author/Speaker: Art Werner
Course ID: Advanced Preparation: Experience Level:
WR-139.21 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© Oct 2014 Basic Understanding of Taxes OnDemand 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:

  • Explain 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.

 

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

 

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