Estate Planning for 2023 & Beyond Webcast [EPXX]
Time: 07:00am-2:30pm
Subject:
TaxationCredit Hours:
8.00Price:
Member: $350.00
Non-member: $475.00
Discussion Leader:
Arthur Joseph Werner, J.D., M.S.
more info
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 a former 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 more than 3000 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.
closeWebsite registration for this course closes on September 27, 2023. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
Estate Planning for 2023 & Beyond Webcast (EPXX)September 28th, 2023 / 7:00 am 2:30 pm Alaska Time
Live Webcast / Washington Society of CPAs Virtual Classroom
Over the past few years, Congress has made sweeping changes to the Internal Revenue Code regarding Estate, Gift and Generation-Skipping taxation. In addition, the United States Supreme Court has issued multiple opinions on the issue of same sex marriages. Understanding the impact of the new legislation and the Supreme Court rulings, together with recent case law developments is important to all practitioners in property advising their clients.
Major Topics:
- A total understanding of new legislation
- A total understanding of the Supreme Court rulings regarding same-sex marriage
- Estate Tax issues and planning techniques
- Gift Tax issues and planning techniques
- Generation-Skipping issues and planning techniques
- Other tax and non-tax issues and planning techniques
- Step-up in basis issues
Learning Objectives:
- Recognize new legislation
- Define the Supreme Court rulings regarding same-sex marriage
- List estate tax issues and planning techniques
- List gift tax issues and planning techniques
- Compare planning techniques
Designed For: CPAs, EAs, attorneys, financial planners, insurance agents and bankers
CPE Credits: 8, Taxation
Level of Knowledge: Intermediate
Prerequisite: Basic knowledge of Federal Estate and Gift Taxation
Acronym: EPXX
Discussion Leader: Arthur Joseph Werner, J.D., M.S.
