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Webcast Replay

Postmortem Estate Planning Primer


Total Credits: 2 including 2 Taxes - Technical

Category:
Taxes
Faculty:
Arthur Werner
Duration:
2 Hours
License:
Access for 30 day(s) after program date.

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


Description

The field of estate planning is increasingly complex. Finding appropriate solutions to a client’s estate issues upon his/her death are critical to a number of areas, including the estate tax return of the decedent, the decedent’s final income tax return, the income tax return of the estate of the decedent, and the estate and financial planning issues of the heirs of the decedent. This course provides the practitioner an understanding of after-death planning issues of a decedent’s estate.

**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.


Handouts

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

Sat, May 28, 2022 - 12:00pm to 02:00pm EDT
Fri, Jun 03, 2022 - 02:00pm to 04:00pm EDT
Fri, Jun 10, 2022 - 04:00pm to 06:00pm EDT
Thu, Jun 16, 2022 - 10:00am to 12:00pm EDT
Wed, Jun 22, 2022 - 12:00pm to 02:00pm EDT
Tue, Jun 28, 2022 - 02:00pm to 04:00pm EDT
Wed, Jul 06, 2022 - 04:00pm to 06:00pm EDT
Mon, Jul 11, 2022 - 10:00am to 12:00pm EDT
Tue, Jul 19, 2022 - 12:00pm to 02:00pm EDT
Tue, Jul 26, 2022 - 02:00pm to 04:00pm EDT
Wed, Aug 03, 2022 - 04:00pm to 06:00pm EDT
Wed, Aug 10, 2022 - 10:00am to 12:00pm EDT
Thu, Aug 18, 2022 - 12:00pm to 02:00pm EDT
Thu, Aug 25, 2022 - 02:00pm to 04:00pm EDT
Sat, Sep 03, 2022 - 04:00pm to 06:00pm EDT
Mon, Sep 12, 2022 - 10:00am to 12:00pm EDT
Tue, Sep 20, 2022 - 12:00pm to 02:00pm EDT
Tue, Sep 27, 2022 - 02:00pm to 04:00pm EDT
Thu, Oct 06, 2022 - 04:00pm to 06:00pm EDT
Wed, Oct 12, 2022 - 10:00am to 12:00pm EDT
Mon, Oct 17, 2022 - 12:00pm to 02:00pm EDT
Thu, Oct 27, 2022 - 02:00pm to 04:00pm EDT
Thu, Nov 03, 2022 - 04:00pm to 06:00pm EDT
Wed, Nov 09, 2022 - 10:00am to 12:00pm EST
Sat, Nov 12, 2022 - 12:00pm to 02:00pm EST
Sat, Nov 19, 2022 - 02:00pm to 04:00pm EST
Wed, Nov 23, 2022 - 04:00pm to 06:00pm EST
Sat, Dec 03, 2022 - 10:00am to 12:00pm EST
Thu, Dec 08, 2022 - 12:00pm to 02:00pm EST
Tue, Dec 13, 2022 - 02:00pm to 04:00pm EST
Mon, Dec 19, 2022 - 04:00pm to 06:00pm EST
Wed, Dec 28, 2022 - 10:00am to 12:00pm EST

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