CPE Course Information
General Information
Course Number: | 060623 |
Course Title: | PA Inheritance Tax REV-1500 & Federal Gift Taxes |
Description: | PA Inheritance: Tax compliance issues at death are sometimes confusing to practitioners. This course provides you with a practical understanding of the issues involved in preparing the Pennsylvania Inheritance Tax Return (PA Form REV-1500). We will discuss postmortem estate planning issues involved in the preparation of the Pennsylvania Inheritance Tax Return, probate issues, non-probate issues, valuation issues, and joint tenancy issues. Helpful tips and practical suggestions will be provided so you can advise your clients with confidence. Gift Tax: This program addresses the proper preparation of Form 709, the U.S. Federal Gift Tax return that needs to be filed. Proper compliance with the complex gift tax rules remains necessary to protect and preserve the advantage of the current exclusion levels. It will provide an overview and update of the basic concept and issues of gift taxation, give you a helpful review of recent developments affecting gifts, and describe what must be done to accurately complete Form 709 and prepare for the threat of possible coming law changes. |
Speaker: | James F. Tice, EA |
Knowledge Level: | Basic |
Sponsor: | PSTAP - Philadelphia Tri-County Chapter |
Date: | 06/06/2023 |
Number of Days: | 1 |
Location: | Springfield, Springfield Country Club |
Address: |
400 W. Sproul Road Springfield, PA 19064 |
CPE Credits: |
2 Credits Tax (Federal)
3 Credits Tax (Non Federal) |
Host Chapter(s): | Philadelphia |
Meal: |
Day 1 Choices Dinner Buffet No Meal |
Registration Information
Registration Begins: | 12:30 p.m. |
Start Time: | 1:00 p.m. |
End Time: | 5:30 p.m. |
Pricing
PSTAP Member Rate: | 109.00 |
Non-Member Rate: | 159.00 |
Cancellation Policy
No show, no refund. |
Additional Information
Directions to all CPE Locations |
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