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Coudersport
Collapse Death & Taxes (Coudersport)

Discover new ways to save your client’s money

Examine the Pennsylvania inheritance tax return and learn how to utilize exemption and deductions to save your client’s money, how to calculate the inheritance taxes in a way that yields the least financial impact on the estate and how to advise other clients about estate planning options that will save their family money in the long run.

 

Walk through the Pennsylvania inheritance tax return

  • On a step-by-step basis, examine each line of the PA inheritance tax return and compare/contrast that fi ling with the federal estate tax return
  • Look at how the decedent’s final income tax return impacts the estate tax filing too
  • Come away with the confidence to complete and fi le an inheritance tax return if you have never done one before

 

Learn the basics of inheritance tax returns

  • The assets included in the taxable estate
  • The deductions of the estate
  • How assets are valued, including family businesses
  • Calculation of inheritance taxes

 

Program Schedule

  • Overview/Reconciliation/Schedule J
  • Schedules A, AU — Real Estate
  • Schedules B, D & E — Stocks, Bonds, Notes, Cash
  • Schedules C, C-SB — Closely Held Businesses
  • Schedules F & G — Jointly Held Property, Non-probate, Misc
  • Schedules H & I — Funeral & Administrative Expenses, Debts, Liens
  • Schedule J — Charitable Bequests
  • Schedule K — Life Estates, Annuities, Etc.
  • Differences Between Rev 1500 and Fed 706
  • Decedent’s Last Return 

 

Course Planners: Vicky Ann Trimmer, Esq., CPA

 

Related Products

  • Course Book (2017-9763) — $79
  • Podcast with credit — $249
  • Podcast no credit — FREE
  • On-demand video with credit — $249
  • On-demand video no credit — FREE

If you are ordering course materials separately, please allow two weeks after the program for shipment, and include $8.00 shipping and handling & 6% Pa. sales tax on all orders. Please allow 4 to 6 weeks for availability of podcasts and on-demand video.

 

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9763

Formats Available: Video Replay
Original Product Date: April 07, 2017
On-Demand Release Date: Available Now

Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Death & Taxes (Coudersport)
    Collapse Making Use of Trusts for Asset Protection of the Middle Class (Coudersport)

    Explore different types of Irrevocable Asset Protection Trusts

    Learn how they work to accomplish your client’s goal of asset protection

     

    Asset Protection Trusts can help your clients

    • Protect assets from the costs of long-term care and creditors
    • Reduce Pennsylvania Inheritance Tax
    • Avoid probate

     

    Learn

    • How specific trust terms can accomplish
      client goals
    • Tips for holding real estate in an Asset Protection Trust
    • About income tax and gift tax considerations in drafting an Asset Protection Trust
    • Tips about choice of trust terms and selection of assets to protect

     

    Ethics information has been integrated throughout this program. To receive ethics credit, you must attend the entire course.
     


     

    Course Planner: Karen S. Timko, Esq.

     

    Course Materials

    • Course Book (2016-9615) — $69
    • Audio CD (ACD-9615) — $39
    • Audio CD & Book Set (ACDS-9615) — $99
    To order course materials, please call PBI`s Customer Service Department at 1-800-247-4724.
     
    If you are ordering course materials separately, please allow two weeks after the program for the shipment of books and 4 to 6 weeks for shipment of the CDs and book/CD sets. Include $8.00 shipping and handling & 6% Pa. Sales tax on all orders.
     

    cap/bh

    9615

    Formats Available: Video Replay
    Original Product Date: March 10, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 2.00 hours Substantive Credits, 1 hour Ethics Credits

  • MORE INFOMORE INFO Making Use of Trusts for Asset Protection of the Middle Class (Coudersport)