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Do you fully comprehend each line of the fiduciary income and decedent’s final lifetime income tax returns? Although tax forms often look straightforward on their face, pitfalls lie hidden in them for the unwary. Take this opportunity to walk through the Pennsylvania and federal fiduciary income and decedent’s final income tax forms along with their accompanying schedules. You will get plenty of practical advice about how to efficiently prepare error-free returns. Our impressive faculty will lead your through the filled-in returns to explain the significance of each entry.


Learn valuable information about

  • Preparing the decedent’s final life period returns
  • How to handle income & deductions in respect of a decedent
  • Net investment income tax
  • Preparing the U.S. Fiduciary Income Tax Return
  • Preparing the PA-41 Fiduciary Income Tax Return
  • Section 645 elections
  • Electronic filing



Product Information
Date Presented:
August 16, 2017 8:30 AM Eastern
4 hours, 15 minutes
Paralegal Attending w/ Attorney Price:
Paralegal Attending Alone Price:
Judicial Law Clerk (admitted after 1/1/13) Price:
Judicial Law Clerk Price:
Member (admitted after 1/1/13) Price:
Member (PBA or County Bar Assn) Price:
 Nonmember Tuition:
How to Prepare the Fiduciary Income and Decedent's Final Lifetime Income Tax Return (Philadelphia, Simulcasts, Live Webcast) Part 1
Speaker Information
Kathryn H. Crary, Esq.   [ view bio ]
Kim V. Heyman, Esq.   [ view bio ]
Stephanie Kalogredis, Esq.   [ view bio ]
Rebecca Rosenberger Smolen, Esq.   [ view bio ]
Eric R. Strauss, Esq.   [ view bio ]
How to Prepare the Fiduciary Income and Decedent's Final Lifetime Income Tax Return (Philadelphia, Simulcasts, Live Webcast) Part 2
Individual topic purchase: Selected
Pennsylvania CLE
Substantive Credits: 4.00
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  • Attend In-Person
    • The CLE Conference Center Wanamaker Bldg., 10th FL, Ste. 1010 Juniper Street Entrance Philadelphia PA 19107
  • Simulcast
    • Appalachia IU 8 – Altoona Executive Office 4500 6th Ave. Altoona PA 16602
    • Butler County Bar Association 240 S. Main Street Butler PA 16001
    • Centre Co. Bar Association Eugene Lederer Bar Center 192 Match Factory Place Bellefonte PA 16823
    • Chester County Bar Association 15 W. Gay Street West Chester PA 19380
    • Economic Progress Alliance Conference Center William J Douglass Jr. Corp. Conf. Center 764 Bessemer Street Meadville PA 16335
    • King's College Sheehy-Farmer Campus Ctr. Lane's Lane Wilkes-Barre PA 18711
    • LaSalle University Montgomery County Center 4000 Chemical Rd. Plymouth Meeting PA 19462
    • Lawrence County Bar Association Law Library 430 Court Street, 3rd Floor New Castle 16101
    • Lebanon County Bar Association 547 South Tenth St. Lebanon PA 17042
    • Montgomery Bar Association 100 W. Airy Street Norristown PA 19404
    • PBI Conference Center 5080 Ritter Road Mechanicsburg PA 17055
    • Warren Library Association 205 Market Street Beckley Lab Warren PA 16365
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