Postmortem Estate Planning-Navigating Decedent's Est Issues Web. [PMEPNV]
Time: 07:00am-2:30pm
Subject:
TaxationCredit Hours:
8.00Price:
Member: $380.00
Non-member: $490.00
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 November 18, 2025. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
Postmortem Estate Planning: Navigating Decedents Estate Issues Webcast (PMEPNV)November 19th, 2025 / 7:00 am 2:30 pm Alaska Time
Live Webcast / Washington Society of CPAs Virtual Classroom
In the ever-evolving field of estate planning, addressing complex issues that arise after a clients death is essential. Postmortem estate planning plays a critical role in managing key elements like the decedents estate tax return, final income tax return, estate income tax return, and heirs financial planning. This course provides practitioners with the tools and insights necessary to navigate after-death planning issues and efficiently handle the administration of a decedents estate. Participants will gain a comprehensive understanding of crucial topics such as alternative valuation dates, QTIP elections, basis complexities, and income tax issues. Through this course, professionals will be equipped to provide strategic postmortem planning advice, optimizing benefits for the estate and its beneficiaries.
Highlights:
Alternative valuation date. Portability and its role in estate tax planning. Installment payments of estate taxes. Use of QTIP elections under IRC Schedule 2056(b)(7). Qualified disclaimers and their benefits. Basis issues in postmortem planning. Decedents final income tax return and payment of estimated taxes. Managing medical expenses and administrative expenses efficiently. Sixty-five-day rule election. Income and deductions in respect of the decedent (IRD) and its implications.
Learning Objectives:
Recognize planning issues that arise when handling the estate of a decedent. Apply the alternative valuation date and assess its implications. Explain the role of portability in estate tax planning. Identify opportunities for and requirements of installment payments for estate taxes. Utilize QTIP elections effectively under IRC Schedule 2056(b)(7). Implement qualified disclaimers in postmortem planning. Navigate income and deductions in respect of a decedent (IRD). Handle the decedents final income tax return and optimize tax savings.
Designed For: CPAs, EAs, attorneys, financial planners, insurance agents, and bankers.
CPE Credits: 8, Taxation
Level of Knowledge: Intermediate
Prerequisite: Basic understanding of estate planning.
Acronym: PMEPNV
Discussion Leader: Arthur Joseph Werner, J.D., M.S.
