The Complete Guide to Washington Death Taxation - Beaverton
8.0 Credits
Member Price $315.00
Non-Member Price $395.00
Overview
This comprehensive course equips financial professionals with the essential knowledge and practical strategies needed to navigate the complexities of Washington’s estate tax laws effectively. Dive into step-by-step guidance on preparing the Washington Estate Tax Return, ensuring compliance while optimizing tax outcomes. From understanding probate considerations to unraveling valuation complexities, this course covers it all, empowering participants to confidently handle estate matters with precision and expertise. Join us and gain the skills needed to excel in postmortem tax compliance while providing invaluable support to clients in their estate planning journey.
Highlights
- Washington Estate Tax Law Overview
- Step-by-Step Tax Return Preparation
- Postmortem Estate Planning Strategies
- Federal Estate Tax Alignment
- Estate Administration Coordination
- Probate Considerations Analysis
- Non-Probate Elements Exploration
- Valuation Complexities Unraveled
- Joint Tenancy Challenges Addressed
Designed For
CPAs, EAs, and attorneys
Objectives
At the end of this course, you will be able to:
- Discuss the key principles of Washington Estate Tax Law for effective compliance.
- Analyze the step-by-step process of preparing the Washington Estate Tax Return.
- Identify and address various postmortem estate planning intricacies within the context of the tax return.
- Compare and align the Washington Estate Tax Return with the Federal Estate Tax Return (Form 706).
- Evaluate strategies for coordinating estate administration matters in compliance with tax regulations.
- Recognize probate considerations and explore methods for effective management.
- Summarize non-probate elements impacting estate taxation in Washington.
- Analyze valuation complexities and apply appropriate methodologies.
- Differentiate challenges related to joint tenancy and propose solutions.
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 $395.00
Member Price $315.00