Need help with Online Courses or Podcasts? Click here or call 877-880-1335.
Pennsylvania lawyers can
to 4 of the required 12 annual CLE credits by distance learning,
(online CLE, podcasts, or call-in CLE). Distance learning credits can
NOT be carried forward into your next compliance period.
Test Your Computer
Test your system for the
functionality required to view our online seminars. Perform Test To
test podcasts, try one of our free podcasts
[NOTICE about CLE Credits]: This course is 6 hours long and accredited for 6 hours of CLE. BUT for practical purposes, in Pennsylvania you will only be able to use 4 of those 6 credits. In Pennsylvania only 4 hours of distance education can be used toward your annual 12 credits, and distance education credits cannot be carried forward.
Benjamin Franklin once remarked that "... in this world nothing is certain but death and taxes."
In Pennsylvania, this couldn’t be more true! Every estate in the Commonwealth may be subject to Pennsylvania inheritance tax. It is essential, then, for an estate practitioner to have a basic understanding of what property is included - and exempted or deducted - from the gross estate when filing an inheritance tax return.
In this program, our instructors walk you through the preparation of a Pennsylvania inheritance tax return, and compare and contrast it with a federal estate tax return. They review income tax returns for decedents and estates and offer practical tips for maximizing tax planning and deferring taxation. Learn to spot opportunities during an estate administration, including post-mortem tax planning possibilities that can save your client money.
This is a great program for beginning estate practitioners or for those attorneys that could use a "refresher" course.
Topics include: • An Overview of Taxes Involved in Decedent’s Estates • Decedent’s Final Income Tax Return • Fiduciary Income Tax • The Taxable Estate – Assets • The Taxable Estate – Deductions • Valuation of Assets, Including Family Businesses • Calculating Estate and Inheritance Taxes • Payment of Estate and Inheritance Taxes • Generation Skipping Tax • Ethical Considerations
6.0 Total CLE credits, 1.0 of which may be applied toward Ethics