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Live Webcast Replay

The Tax Practitioners Guide to Estate Administration


Total Credits: 2 including 2 Taxes - Technical

Average Rating:
   107
Categories:
ACPEN Tax Institute |  Tax |  IRS Approved
Faculty:
Arthur Werner
Course Levels:
Intermediate
Duration:
2 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Estate and trust administration is a growing part of a CPA’s practice. The CPA should understand the process and implications of estate and trust administration. This course focuses on the CPA’s role as a key member of the administration team. 

**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
  • Estate settlement issues  
  • Collection and accounting of assets  
  • Determining the legitimacy of debts and creditors  
  • Payment of creditors  
  • Distribution issues  
  • Probate issues  
  • Will contests  
  • Inventory of assets  
  • Fiduciary duties  
  • Rights of creditors, third parties, and beneficiaries  
  • Federal estate tax issues  
  • State death tax issues   
  • Ancillary estate administration issues  
  • Fiduciary accounting issues  
  • Special issues regarding trusts  

Learning Objectives
  • Recognize the CPA’s role in estate administration

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

Fri, Mar 08, 2024 - 02:00pm to 04:00pm MST
Mon, Mar 18, 2024 - 08:00am to 10:00am MDT
Sat, Apr 06, 2024 - 10:00am to 12:00pm MDT
Wed, Apr 24, 2024 - 12:00pm to 02:00pm MDT
Mon, May 06, 2024 - 02:00pm to 04:00pm MDT
Fri, May 24, 2024 - 08:00am to 10:00am MDT
Sat, Jun 01, 2024 - 10:00am to 12:00pm MDT
Wed, Jun 05, 2024 - 12:00pm to 02:00pm MDT
Mon, Jun 10, 2024 - 02:00pm to 04:00pm MDT
Wed, Jun 26, 2024 - 08:00am to 10:00am MDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 04/08/2021
Original Recording Date 04/23/2021

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

Reviews

5
4
3
2
1

Overall:      4.6

Total Reviews: 107

Comments

Ivan M - El Paso, Texas

"The second speaker (Tara S) was very knowledgeable as well and contributed to the quality of the presentation. Raises opportunity of how to seek professional overbite on actual estate process."

Krissa S

"I appreciated having two people presenting to give multiple perspectives and insight."

Paul J - Denver, Colorado

"Enjoyed your sidekick on this presentation - very helpful input and great interaction. "

Karen Chase K

"This was an excellent class. Highly recommend to anyone who deals with executors or trustees. Can provide billable service and get in front of issues that executors create without having been educated."

Catherine M

"Very good and simple steps"

Michael F

"Thank you!"

Jacob P

" "

Erin S

"Good presentation. Very informative. Thank you!"

Jeanmarie M

"Excellent, I look forward to taking additional classes given by them."