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Live Webcast Replay

Crucial Tax Topics 2021-2022 with Art Werner - The Preparation of Form 706 and 709 – Understanding the Law


Total Credits: 2 including 2 Taxes - Technical

Average Rating:
   5
Category:
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax |  IRS Approved
Faculty:
Arthur Werner
Course Levels:
Basic
Duration:
2 Hours
License:
Access for 30 day(s) after program date.

Dates



Description

Tax compliance issues in estate and gift taxation are sometimes confusing to practitioners because many lack experiences in this area. This course, the first part of a 2-part series (6 CPE hours in total), provides the practitioner with a practical understanding of Federal estate and gift tax law. Emphasis will be given on the various of the Internal Revenue Code Sections that deal with this topic (income taxation of estates and trusts).    Mastering these sections of the Internal Revenue Code areas will allow the practitioner to start their understanding of tax compliance in preparing Federal Forms 706 and 709.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Basic Course Information

Major Subjects
  • Understanding the basics of Estate and Gift Taxation
  • Understanding valuation of assets
  • Understanding what constitutes the “Gross Estate”
  • Understanding the various deductions (funeral and administrative expenses)
  • Understanding debts
  • Understanding the charitable deduction
  • Understanding the marital deduction
  • Understanding the calculation and the various tax credits 

 


Learning Objectives
  • To provide an overview and guide to understanding Federal Estate and Gift Taxation so that a practitioner will able to successfully prepare Internal Revenue Service Forms 706 and 709.

Course Materials

Faculty

Arthur Werner's Profile

Arthur Werner Related seminars and products

Werner-Rocca Seminars, Ltd.


Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.  In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.  Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.


Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.


Dates

Mon, Dec 13, 2021 - 11:00am to 12:59pm MST
Mon, Jan 03, 2022 - 08:00am to 09:59am MST
Thu, Jan 13, 2022 - 11:00am to 12:59pm MST
Tue, Feb 15, 2022 - 11:00am to 12:59pm MST

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

CPAs, EAs, attorneys, and other tax professionals 


Yellow Book

No


Course Developer

Arthur Werner


Date Added to Catalog

04/19/2021


Original Recording Date

08/24/2021


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.


Promo Video

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Overall:      5

Total Reviews: 6

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