Estate Planning for 2020 & Beyond: Oregon & Washington Issues - NEW! - Webcast

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Sep 24, 2020

Registration: 7:30 AM / Program: 8:00 AM - 4:00 PM Pacific Time

Fees

Member Fee: $295.00
Nonmember Fee: $395.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -147.00

Description

This course was created for the following reason: CPAs, on their evaluation forms, are constantly requesting that we offer a course on the state and local issues that affect a client’s estate plan. Werner-Rocca Seminars, Ltd., has created a special customized course to fit your needs! This course will address many issues that are specific to Oregon & Washington, allowing you to finally be able to attend a course geared towards your specific state.

Designed For

CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents.

Objectives

List specific state and local issues regarding the specific estate planning laws and taxes of Oregon & Washington.

Major Subjects

  • Specific Oregon & Washington death tax issues 
  • Specific issues regarding income and principal in Oregon & Washington 
  • Specific intestacy laws of Oregon & Washington 
  • Specific local issues regarding executors (personal representatives) and trustees 
  • How to best utilize estate planning techniques within Oregon & Washington 
  • Life insurance issues in Oregon & Washington, including specific trust issues

Leaders

Arthur Werner

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 well in excess of 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.