The Complete Guide to Washington Death Taxation
Overview
The intricacies of tax compliance following an individual’s passing can often perplex practitioners due to the intricate nature of this field. This comprehensive course equips you with a pragmatic comprehension of the intricacies involved in preparing the Washington Estate Tax Return.
Highlights
Washington Estate Tax Law: Thorough exploration. Mastering the preparation of the Washington Estate Tax Return: Step-by-step guidance. Addressing diverse postmortem estate planning intricacies within the context of the Washington Estate Tax Return Aligning with the Federal Estate Tax Return (Form 706). Coordinating with estate administration matters. Analyzing probate considerations. Exploring non-probate elements. Tackling valuation complexities. Delving into challenges related to joint tenancy.
Prerequisites
None
Designed For
CPAs, EAs, and attorneys
Objectives
Discuss how to properly prepare the Washington Estate Tax Return.
Notice
Approved for EA Credits
Leader(s):
Leader Bios
Art Werner, Werner-Rocca Seminars Ltd
Arthur Joseph Werner, Esquire, is currently a shareholder in the law firm of Werner & Rocca, P.C., and in the lecture firm of Werner, Rocca & Susman Seminars, Ltd. Mr. Werner’s areas of practice include business, tax, financial, and estate planning for high net worth individuals. In addition to the practice of law, 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. A member of the Pennsylvania Bar, 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 500 eight-hour seminars over the past decade. Over the past ten years, Mr. Werner was 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.
Non-Member Price $320.00
Member Price $300.00