The Complete Guide to Oregon Death Taxation

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Oct 20, 2022

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

Fees

Member Fee: $299.00
Nonmember Fee: $374.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -149.00

The above fees may not be reflective of the total event price. See below.

Description

Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in preparing the Oregon Estate Tax Return.



Health & Safety Protocols for In-person Attendance
All in-person participants agree to follow current health and safety guidelines and must adhere to applicable requirements including the following:
  • Acknowledge the COVID-19 assumption of risk, waiver, and release.
  • Follow local mask guidelines, if any, in place at the time of this event and comply with any other safety guidelines required by OSCPA or the venue.

Designed For

CPAs, EAs, and attorneys

Objectives

  • To learn how to properly prepare the Oregon Estate Tax Return.

Major Subjects

  • Oregon death taxation – The law
  • How to prepare the Oregon Estate Tax Return
  • Various postmortem estate planning issues involved in the preparation of the Oregon Estate Tax Return
  • Coordination with the Federal Estate Tax Return (Form 706)
  • Coordination with estate administration issues
  • Probate issues
  • Non-probate issues
  • Valuation issues
  • Joint tenancy issues

Did you know? The OSCPA member rate for CPE courses is extended to all OSCPA members and their employees who are not eligible for OSCPA membership. Members of other state CPA societies are also eligible for member rates.

After adding the course(s) to your cart, click "Apply Discounts" and select either "This person is an uncertified staff of an OSCPA member" or "This person is a member of another state CPA society."


Administrator Note: If you are registering individuals from your firm/business to attend this in-person event you have two registrations options:

  1. Via online registration: prior to completing this registration, you must confirm with each individual that they have read and agree to the COVID-19 Assumption of Risk, Waiver, and Release. Or, 
  2. Call OSCPA: at 503-641-7200 / 800-255-1470, ext. 3 to register your staff. Following registration, OSCPA will send an email to each registered individual with a link to the COVID-19 Assumption of Risk, Waiver, and Release.

Select option(s) below:

Add-Ons

REQUIRED: COVID-19 Assumption of Risk, Waiver, and Release

I am aware of the contagious nature of COVID-19 and the risk that I may be exposed to or contract COVID-19 anywhere that there is person-to-person contact, including while on premises of and engaging in this event, and despite masking and additional precautions. By attending this event, I am knowingly and voluntarily accepting the risk of contracting COVID-19. I acknowledge that my in-person attendance is voluntary, and I waive and release OSCPA, their members, affiliates, officers, directors, employees, agents, speakers, contractors, and volunteers of all liability. I agree to read and comply with the safety precautions associated with the event that are communicated to me by OSCPA or the venue. 
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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.

(9/17/20)