New Jersey Chapter Education

Inheritance & Estate Returns for Federal, NJ/NY/PA

The day will begin with federal topics. Kathryn Keane will present the final 1040 tax return for a decedent and a 1041 tax return for the income earned by their estate as well as how to split the income between the two returns accurately. She will go into greater detail on income in respect to the decedent and which return to report. In the afternoon, you can choose from breakout sessions focused on New Jersey with Lisa Handelman, Pennsylvania with Amy Gambler or New York with Kathryn Keane. View the full agenda here.

Register Now!


Federal CPE: 4

State Hours: 4

Date & Time:

June 1, 2023
8:00 a.m. - 4:30 p.m.


The Grand Resort Hotel
915 Route 73
Mount Laurel, NJ 08054



Early pricing available until May 25, 2023
Lunch will be provided to all registrants.

Course materials will be emailed to all registrants by the chapter the week of the event.


Cancellation Policy:

Cancellations must be submitted to NATP by May 29, 2023, and are subject to a $10 fee.

CPE CreditsField of Study
4Federal Tax Law Topic
4State Tax Topic/Update

All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.


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