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Fiduciary Income Tax: Savings and Planning Considerations 2019

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TypeTitleStartEndCLEPrice
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTMon., Dec. 02, 2019
9:00 AM
ENDMon., Dec. 02, 2019
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Butler
Butler County Bar Association
240 S. Main Street, Butler PA, 16001
STARTMon., Dec. 02, 2019
9:00 AM
ENDMon., Dec. 02, 2019
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Easton
Northampton County Bar Association
155 South Ninth Street, Easton PA, 18042-4399
STARTMon., Dec. 02, 2019
9:00 AM
ENDMon., Dec. 02, 2019
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Lebanon
Lebanon County Bar Association
547 South Tenth St., Lower Level, Lebanon PA, 17042
STARTMon., Dec. 02, 2019
9:00 AM
ENDMon., Dec. 02, 2019
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mansfield
Mansfield University
20 Straughn Drive, Mansfield PA, 16933
STARTMon., Dec. 02, 2019
9:00 AM
ENDMon., Dec. 02, 2019
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Meadville
Economic Progress Alliance Conf. Ctr. - William J. Douglass Jr. Corp. Conf. Center.
764 Bessemer Street, Ste. 101, Meadville PA, 16335
STARTMon., Dec. 02, 2019
9:00 AM
ENDMon., Dec. 02, 2019
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTMon., Dec. 02, 2019
9:00 AM
ENDMon., Dec. 02, 2019
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Media
Delaware County Bar Association
335 W Front St, Media PA, 19063
STARTMon., Dec. 02, 2019
9:00 AM
ENDMon., Dec. 02, 2019
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
New Castle
Lawrence County Bar Association
430 Court Street, 3rd Floor, New Castle PA, 16101
STARTMon., Dec. 02, 2019
9:00 AM
ENDMon., Dec. 02, 2019
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTMon., Dec. 02, 2019
9:00 AM
ENDMon., Dec. 02, 2019
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Plymouth Meeting
LaSalle University Montgomery County Center
220 West Germantown Pike, Ste. 100, Back of the Victory Bldg., Plymouth Meeting PA, 19462
STARTMon., Dec. 02, 2019
9:00 AM
ENDMon., Dec. 02, 2019
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Warren
Warren Library Association
205 Market St., Warren PA, 16365
STARTMon., Dec. 02, 2019
9:00 AM
ENDMon., Dec. 02, 2019
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Washington
Washington County Bar Association
119 South College Street, Washington PA, 15301
STARTMon., Dec. 02, 2019
9:00 AM
ENDMon., Dec. 02, 2019
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
West Chester
Chester County Bar Association
15 W Gay Street, 2nd Floor, West Chester PA, 19380
STARTMon., Dec. 02, 2019
9:00 AM
ENDMon., Dec. 02, 2019
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Wilkes-Barre
Kings College
Lane's Lane (off N. Main St.), Sheehy-Farmer Campus Ctr., Wilkes-Barre PA, 18711
STARTMon., Dec. 02, 2019
9:00 AM
ENDMon., Dec. 02, 2019
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
York
York College of Pennsylvania
Grantley Hall, Rm. 10, York PA, 17403
STARTMon., Dec. 02, 2019
9:00 AM
ENDMon., Dec. 02, 2019
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
STARTMon., Dec. 02, 2019
9:00 AM
ENDMon., Dec. 02, 2019
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00

About

Join us to gain an understanding of the fiduciary income tax filing requirements. We will discuss some of the nuances of reporting income and deductions related to estate and trust administration. We will also explore the tax benefits that can be achieved by making certain elections, allocations and timing decisions. Learn techniques to maximize the tax benefits available to your clients.

Program Schedule

9:00 - 10:20 am

Preparing the U.S. Fiduciary Income Tax Return

 

10:20 - 10:35 am

Section 645 Elections

 

10:35 - 10:50 am

Break

 

10:50 - 11:40 am

Income & Deductions in Respect of a Decedent (IRD)

 

11:40 am - 12:10 pm

Preparing the PA-41 Fiduciary Income Tax Return

 

12:10 - 12:50 pm

Preparing the Decedent's Life Period Returns

 

12:50 - 1:00 pm

Electronic Filing

 

1:00 - 1:15 pm

Questions & Answers

Practice Areas

Faculty

No speakers have been associated with this event.
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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