How assets are valued, including family businesses
Generation skipping taxes
Calculation of estate and inheritance taxes
Get your annual ethics credit
Discover new ways to save your client’s money
Examine the federal and Pennsylvania estate 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 filing 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 file an inheritance tax return if you have never done one before
6 Total CLE credits, 1 of which may be applied toward Ethics
Dates & Locations
Please note: Check-in begins 30 minutes prior to every event.
The CLE Conference Center
Wanamaker Bldg (now Macy's), 10th Floor, Ste. 1010, Philadelphia, PA