The Complete Guide to Oregon Death Taxation

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Oct 20, 2023

Registration: 7:30 AM / Program: 8:00 AM - 3:45 PM Pacific Time

Fees

Member Fee: $305.00
Nonmember Fee: $380.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -152.00

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.

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

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Hardcopy Materials

Deadline to order hard copy (printed) materials is 14 days prior to event date (10/6/2023).

Paperless / Electronic Materials

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)