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Tax Return Preparation
• U.S. Estate (and Generation-Skipping) Tax Return (Form 706)
• PA Inheritance Tax Return (Form PA-1500)
• U.S. Fiduciary Income Tax Return (Form 1041)
• PA Fiduciary Income Tax Return (Form PA-41)
• U.S. Individual Income Tax Return (Form 1040)
• PA Individual Income Tax Return (Form PA-40)
• U.S. Gift Tax Return (Form 709)
• Lackner 6-in-1 Estate Administration Software
• Track Basis
• Determine Fiscal Year
Estate/Trust Administration
• Probate Documents
• Notices of Estate Administration
• Certification of Notice
• Disclaimers
• Estate Advertisements
• Maintain Estate/Trust Checking Accounts
• Date of Death and Alternate Valuations
• Asset Transfers and/or Distributions
• Inventory
• Account (Formal and Informal)
• Petitions for Adjudication
• Releases
• Satisfactions of Award
• Training
• Track Deadlines
• Lackner 6-in-1 Estate Administration Software
• Time Matters 11
• Track Basis
• Determine Fiscal Year