Nuts & Bolts of Preparation of the Pennsylvania Inheritance Tax Return
What You Will Learn
- Attend this practical "nuts and bolts" CLE to learn the basic ins, outs, and best practices for preparing a Pennsylvania Inheritance Tax Return.
What You Will Learn
- Attend this practical "nuts and bolts" CLE to learn the basic ins, outs, and best practices for preparing a Pennsylvania Inheritance Tax Return.
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Price
$60
for CLE/CJE Credit - MEMBER (Philadelphia Bar Association)
$80
for CLE/CJE Credit - NON-MEMBER
$35
for NON-CLE Credit/Law Student - Members (Materials Included)
$45
for NON-CLE Credit/Law Student - NON-Member
60 minutes
Date Published
January 27, 2026
Publisher
Philadelphia Bar Association
Subjects
Business Law, Probate, Trusts & Estates Planning and Administration, Tax
Questions
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Summary
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Nuts & Bolts of Preparation of the Pennsylvania Inheritance Tax Return
Program Originally Presented Tuesday, January 27, 2026
This CLE program will address the basics of preparing the Pennsylvania Inheritance Tax Return and will cover gathering the requisite information to successfully complete all schedules and file the return. The program will offer guidance in a “how to” one- hour format with practical tips and suggested best practices. This presentation is geared towards paralegals working with estates, practitioners new to the field, including newly licensed attorneys and attorneys wishing to retool and begin practicing in this field.
Attend this practical "nuts and bolts" CLE to learn the basic ins, outs, and best practices for preparing a Pennsylvania Inheritance Tax Return.
Featured Speaker:
Vicky Ann Trimmer, CPA, Esq.
Partner, Daley Zucker, LLC
0372ODV
Program Titles and Supporting Materials
This program contains the following components:
Media Files
Downloadable Files
Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.
How to Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.
Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.
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