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
To learn how 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
Course Level
Basic
Professional Area of Focus
Practitioners
Tax
CPE Field of Study
Taxes
8
Who Should Attend
CPAs, EAs, and attorneys
Instructor(s)
Anthony Rocca
Prerequisites
None
Advanced Preparation
None
Location
Loyola Graduate Center
2034 Greenspring Dr Lutherville-Timonium, MD21093US
