BEACH RETREAT: Tax Track – The Complete Guide to Maryland Death Taxation – 6 HOUR COURSE – Art Werner, JD, MST (1BR005-15)
Description
Tax compliance issues at death are sometimes confusing to practitioners
because many lack experience in this area. This course provides you with
a practical understanding of the issues involved in preparing the
Maryland Estate and Inheritance Tax Returns.
Learning Objectives
Upon completion of this course, participants will be able to:
• Properly prepare the Maryland Estate and Inheritance Tax Returns
Major Topics
• Maryland death taxation – The law •
How to prepare the Maryland Estate and Inheritance Tax Returns • Various postmortem estate planning issues involved in the preparation of the Maryland Estate and Inheritance Tax Returns • Coordination with the Federal Estate Tax Return (Form 706) • Coordination with estate administration issues • Probate issues • Non-probate issues • Valuation issues • Joint tenancy issues
