• Course Book

Death & Taxes

Available: In Stock
Price: $69.00
Item Code: 10168-BK


Examine the federal and Pennsylvania estate tax return and learn how to use exemptions and deductions to save your client money. Review income tax returns for decedents and estates and gain practical tips for maximizing tax planning and deferring taxation. Learn how to spot these opportunities during an estate administration, including post-mortem tax planning.

Summary of Contents

  • Overview, Reconciliation, Schedule J
  • Schedule A – Real Estate
  • Schedules B, D & E – Stocks, Bonds, Notes, Cash
  • Schedule C

– Closely-Held Corporation, Partnership or Sole Proprietorship
– Revenue Rulings

  • Schedules F & G – Jointly Held Property, Non-Probate, Miscellaneous
  • Schedules H & I – Funeral and Administrative Expenses, Debts, Liens
  • Schedule J – The Charitable Exemption
  • Schedule K – Life Estate, Annuity and Term Certain
  • Differences Between Rev 1500 and Fed 706
  • Decedent’s Last Return – Federal and Pennsylvania Income Tax Returns
Practice Areas
Published: 2/1/2018
Size: 8.5x11