WEBINAR: PA Inheritance Tax Course - Two Part Webinar Series
4 Hours Tax (State & Local)
This is a two-part webinar series. Please note, if you register for the series, you will be signed up for both of the following webinars (dates and times listed below):
- Part 1 - August 18, 2026 from 10 a.m. - 12 p.m.
- Part 2 - August 19, 2026 from 10 a.m. - 12 p.m.
Part 1 - PA Inheritance & Estate Tax Law Overview: Tax compliance issues at death can be complex and challenging for practitioners. This course provides a comprehensive overview of Pennsylvania Inheritance and Estate Tax Law, offering a practical understanding of the legal framework and key concepts. We will cover the intricacies of probate and non-probate assets, valuation issues, and joint tenancy considerations. Participants will gain insights into postmortem estate planning strategies and coordination with the Federal Estate Tax Return (Form 706). By the end of this session, you will be equipped with the knowledge to navigate the complexities of PA Inheritance and Estate Tax Law confidently.
Part 2 - PA Inheritance Tax Return REV-1500 Line-By-Line: Preparing the Pennsylvania Inheritance Tax Return (PA Form REV-1500) requires attention to detail and a thorough understanding of the tax regulations. This course offers a step-by-step guide to completing the PA Inheritance Tax Return, addressing each line item with practical examples and explanations. We will discuss various postmortem estate planning issues, probate and non-probate considerations, and joint tenancy issues. Participants will receive helpful tips and practical suggestions to ensure accurate and efficient tax return preparation. By the end of this session, you will have the confidence to advise your clients effectively on PA Inheritance Tax matters.
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member
Registration Opens 7/12/26 at 12:00 AM EDT
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4.00 (Tax (State & Local)) | $125.00 |
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Non-Member
Registration Ends 8/18/26 at 10:00 AM EDT
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4.00 (Tax (State & Local)) | $190.00 |
James F. Tice, EA
Mr. James Tice is a distinguished leader in the firm’s tax practice. He specializes in organizing, preparing, and supervising complex tax planning and compliance for various tax-exempt organizations and small businesses. Mr. Tice frequently lectures on a wide range of topics, including tax, business, and ethics. He has been actively involved with the Pennsylvania Society of Tax & Accounting Professionals since 2005 and has been enrolled to practice before the IRS since 2012.
No show - No refund - no exceptions. No refund will be issued for any webinar in which the login information and course material has already been distributed. Please check spam/junk folders. No refund nor credit for a future program will be issued for any webinar for which you are registered but fail to attend. Applicable webinar bundle credits will be forfeited for any webinar no-show.
For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352