After starting off with a refresher on Pennsylvania inheritance tax law, you'll walk through a series of examples of inheritance tax returns, from the simple estate to the more complex one. The experienced faculty will guide you through these sample estates highlighting the commonly mishandled items and other issues that can be particularly troublesome.
This program is a great opportunity to:
Be sure you've picked up every deduction and credit available to you
Get practical tips about the documentation you should be attaching to your returns and the reasons it matters
Be updated on all that's new
Brush up on what is and what is not subject to tax
Get tips for handling trusts, annuities, mutual funds & other nonprobate assets
Clarify how and when the family-owned business exemption is used
Learn ways to avoid getting tripped up on remainder returns and future interest compromises
Understand how Schedule O raises potential personal liability implications for executors
All attendees will receive the course book as a digital download. A printed copy of the course book is available, at a discount to attendees, for $40. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.
Recorded in December 2021.