Course ID: IADT

The Complete Guide to Iowa Death Taxation

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 Iowa Inheritance Tax Return.

Learning Objectives

To learn how to properly prepare the Iowa Inheritance Tax Return.

Major Topics

  • Iowa death taxation – The law
  • How to prepare an Iowa Inheritance Tax Return
  • Various postmortem estate planning issues involved in the preparation of the Iowa Inheritance Tax Return
  • Coordination with the Federal Estate Tax Return (Form 706)
  • Coordination with estate administration issues
  • Probate issues
  • Non-probate issues
  • Valuation issues
  • Joint tenancy issues

Who Should Attend

CPAs, EAs, and attorneys

Fields of Study





Werner-Rocca Seminars LTD

CPE Credits




This course is available for your group as:


Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: 888-481-3500 or
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now