Death & Taxes

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On-Demand Video
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Discover new ways to save your client’s money
Examine the Pennsylvania inheritance tax return and learn how to utilize exemptions and deductions to save your client’s money.

Walk through the Pennsylvania inheritance tax return. Get practical information!

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.

Learn the basics of inheritance tax returns

  • The assets included in the taxable estate
  • The deductions of the estate
  • How assets are valued, including family businesses
  • Calculation of inheritance taxes

Originally recorded in February, 2018.


Eric R. Strauss Esq. Worth Magee & Fisher PC
Vicky Ann Trimmer CPA, Esq. Daley Zucker Meilton & Miner LLC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.