The Complete Guide to Oregon Death Taxation – Beaverton
8.0 Credits
Member Price $310.00
Non-Member Price $385.00
Overview
The intricacies of tax compliance during the aftermath of an individual’s passing can often bewilder practitioners who lack exposure in this realm. This comprehensive course equips you with a pragmatic understanding of the intricacies entailed in preparing the Oregon Estate Tax Return.
Highlights
- Oregon Estate Tax Law: Comprehensive examination
- Mastering the preparation of the Oregon Estate Tax Return: Step-by-step guidance
- Addressing various postmortem estate planning intricacies within the framework of the Oregon Estate Tax Return
- Harmonizing 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
Designed For
CPAs, EAs, and attorneys
Objectives
- Discuss how to prepare the Oregon Estate Tax Return.
Leader(s):
Leader Bios
Arthur Werner, President, 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 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)
Non-Member Price $385.00
Member Price $310.00