Top Menu

  • Support-hero1-1600x222
    News and Events

Our News

The Lackner Group Exhibiting at the PBA Annual Meeting

May 4, 2022 – Conferences are back and we’re excited to be a part of the PBA Annual Meeting taking place May 11-13 in Hershey, PA.  See more details on our press release.

6-in-1 2022 Update Released

February 14, 2022 – Our major 6-in-1 2022 update has been released!  This includes 2021 returns along with some very cool new functionality.  See all the details in our release notes.  Here’s a breakdown of what’s available in 6-in-1:

19 versions of the 706 (1997-1999, 2001-2013, 2017-2019).
—Supports estates going back to 10/9/1990.
20 versions of the 1041 (2002-2021)
19 versions of the 709 (2003 – 2021)
243 versions of the State Fiduciary Income Tax Returns
—(2002 – 2021; NC 2006 – ; VA 2005 – )
12 versions of the Inventory (12 states)
12 versions of the Accounting (12 states)
9 U.S. miscellaneous forms (SS-4, 56, 843, 2848, 4421, 4810, 5495, 8821, 8822)
11 NC Probate Forms
15 PA Probate Forms

Auto-Update License Keys

November 16, 2021 – Did you know that with the latest versions of both 6-in-1 and InheriTax, the license key can be updated through each program?  No more waiting for a call or email from our staff!  If you’re not on the latest versions, go to our downloads page.

We are celebrating 35 Years in Business!

April 5, 2021 – We are very excited to be celebrating our 35 Year Anniversary!  Read all the details in our press release.

Mathematics of Estate Planning Webinar

May 21, 2019 – Vince Lackner was a panelist on today’s Mathematics of Estate Planning webinar. He reviewed how to calculate the 199A Deduction in NumberCruncher.  You can see it here.

The Tax Bill

December 22, 2017 – Vince Lackner authored an article concerning the new tax bill.  Read it here.

Vince Lackner to speak at 55th Annual Bench-Bar Conference

June 6, 2017 – Vince Lackner is an invited speaker at this year’s Bench-Bar Conference in Seven Springs, PA.   He will be one of three speakers at the session “Oprhans’ Court Practice – Current and Future Trends”.

The Lackner Group Releases Software Update

February 3, 2017 –The Lackner Group, developers of software tools and solution providers for estate and trust administration, now announce the availability of a software update and notes related to their proprietary 6-in-1 software.

Vince Lackner Panelist at Delaware Trust Conference

Vince Lackner will be part of a panel at the Delaware Trust Conference on October 26th, 2016.

He’ll be joining a discussion on the new basis consistency rules and required reporting by executors under Sections 1014(f) and 6035, including mechanics and pitfalls when preparing Form 8971.

Find out more here.

Lackner software updated with new PA Probate Forms

On August 9, 2016, the Pennsylvania Supreme Court published new Register of Wills forms and Orphans’ Court forms.  These forms are required for all filings submitted on or after September 1, 2016.

Both of our products, 6-in-1 and PA InheriTax, have been updated with these mandatory changes.  If you’re a current customer, go to our Downloads page for the latest update.

Vince Lackner will be co-teaching a webinar about Form 8971.

One June 1st at 10:00 PDT, Vince Lackner will be co-teaching a webinar entitled “New Basis Reporting Requirements for Estates: Meeting Form 8971, Schedule A and New Beneficiary Consistency Mandates”.  This webinar is sponsored by Stafford Continuing Education Webinars.  Vince will be co-teaching with Keith Schiller.

If you’re interested in signing up, click here.

Interactive 8971 Flowcharts are available now

Click here to access from your desktop, laptop, iPad, or other tablet device.

Three notes: 
1) run this in Chrome or Safari. They do not work on Internet Explorer.
2) click on yes/no circles to light up the logic on each “decision tree”
3) add comments on any of the flowcharts at the bottom of each page.

Vince Lackner Panelist for ABA Webinar on April 5, 2016

Vince Lackner is an invited panelist for the April 5, 2016 webinar “New Basis Consistency and Reporting Requirements – Impacts and Traps”.   Find more information on the ABA website.

The Lackner Group Releases Software Update

Pittsburgh, PA, February 22, 2016 –The Lackner Group, developers of software tools and solution providers for estate and trust administration, now announce the availability of a software update and notes related to their proprietary 6-in-1 software.

PBI's How to Prepare Fiduciary Accounts and Avoid Common Traps
Wednesday, September 30, 2015

Vince Lackner is an invited panelist for this event in Philadelphia

PBI's How to Prepare Fiduciary Accounts and Avoid Common Traps
Thursday, September 23, 2015

Vince Lackner is an invited panelist for this event in Mechanicsburg

PBI's How to Prepare Fiduciary Accounts and Avoid Common Traps
Thursday, September 10, 2015

Vince Lackner is an invited panelist for this event in Pittsburgh

Heckerling Luncheon Invitation
Tuesday, January 13, 2015

The Lackner Group announced its revised version of 6-in-1 on Tuesday, January 13, 2015, at the Heckerling Estate Planning Institute in Orlando, FL.