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Pottsville
Collapse Death & Taxes (Pottsville)

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 21, 2017
On-Demand Release Date: Available Now

Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Death & Taxes (Pottsville)
    Collapse Internet Legal Research (Pottsville)

    Explore Online Resources

    • Identify techniques to simplify web searching
    • Receive pointers for narrowing search results
    • Discover resources to perform traditional and deep web searches
    • Distinguish the good information from the bad
    • Understand the pros and cons of both free and paid online resources

     

    Search Using ALL Your Devices

    • Discover how to navigate different search engines on your smartphone, tablet and computer
    • Learn best practices for social media searching
    • Understand the limitations of using free sites
    • Glimpse the variety of resources available to you
    • Evaluate the plethora of research apps for mobile devices

     

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

     


     

    Related Products

    One copy of the course materials is included in your registration. These materials are not available for separate purchase.

    • 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.

     

    et

    9699

    Formats Available: Video Replay
    Original Product Date: March 29, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Internet Legal Research (Pottsville)
    Collapse New, Evolving Law in Pa. about Pharmaceuticals and Medical Device Products: Instructing a Jury Post-<em>Lance</em> (podcast w/credit)

    The Pennsylvania Supreme Court’s 2014 decision of Lance v. Wyeth created room for interpretation regarding negligence in marketing of dangerous brand-name prescription drugs.

    Attorneys with prescription and pharmaceutical cases and litigators will further understand the impact of the case and gain insight from a renowned litigator who has focused on complex pharmaceutical products liability and class action defense cases. Some of the questions and points covered in this one-hour course include:

    • In what ways do prescription products differ from products subject to strict liability?
      • Discussion of Restatement (Second) of Torts §402A, comment k (1965) and its applicability to design defect claims
    • Are devices treated the same way as pharmaceuticals?
    • Why isn’t there a duty to warn the patient directly?
      • Discussion of the learned intermediary doctrine
    • The debate about Lance - how did that case change the landscape of pharma/device law and what are the parameters to which it is subject?
    • What does Lance mean by “too harmful to be used by anyone” and how does it affect prescription drugs and devices?

    Recorded during a live webinar in November 2015.

    Formats Available: Podcast
    Original Product Date: November 04, 2015
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 1 hour Substantive Credits

  • MORE INFOMORE INFO New, Evolving Law in Pa. about Pharmaceuticals and Medical Device Products: Instructing a Jury Post-<em>Lance</em> (podcast w/credit)
    Collapse Using Social Media Effectively and Ethically in Your Practice (Pottsville)

    Build Your Presence

    Learn how you and your law firm can harness the power of social media and be competitive in today’s marketplace. Capitalize on the opportunities that social media offers and steer clear of the ethical problems it can sometimes create.

     

    Examine the Ins and Outs of Social Media

    • What’s appropriate for business
    • How to use it for marketing and public relations
    • The difference between using it personally and professionally
    • What your firm should/should not share on social media
    • The best way to use it for practicing law

     

    FAQs You Will Learn

    • Strategy on how social media should be used
    • How to identify your target audience using social media
    • Best approaches to marketing legal services through social media
    • Different uses for Facebook, Twitter and LinkedIn
    • What amount of time you should devote
      to social media
    • How to avoid getting into ethical trouble
    • Distinctions/similarities between blogging and social media
    • Guidelines for your profile
    • Best practices for effective content sharing
    • The Real SECRETS to Social Media Success!

     


     

     

     

    Your Colleagues Raved:

    • Laura is very smart and knowledgeable.
    • Laura provided great resources and practical tips – down to the nitty gritty!
    • She was very well-informed, tuned in and focused on audience needs.

     

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

     


     

    Related Products

    • Course Book (2017-9651) — $39
    • 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.

     

    lm/bkt

    9561

    Formats Available: Video Replay
    Original Product Date: April 12, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Using Social Media Effectively and Ethically in Your Practice (Pottsville)