Postmortem Estate Planning Primer
Total Credits: 2 including 2 Taxes - Technical
- Average Rating:
- 97
- Categories:
- ACPEN Tax Institute | Tax | IRS Approved
- Faculty:
- Arthur Werner
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
Description
The field of estate planning is increasingly complex. Finding appropriate solutions to a client’s estate issues upon his/her death are critical to a number of areas, including the estate tax return of the decedent, the decedent’s final income tax return, the income tax return of the estate of the decedent, and the estate and financial planning issues of the heirs of the decedent. This course provides the practitioner an understanding of after-death planning issues of a decedent’s estate.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Basic Course Information
Major Subjects- Alternative valuation date (AVD) issues
- Portability Issues
- Installment payments of estate taxes (IRC Section 6166)
- QTIP elections under IRC §2056(b)(7)
- The use of qualified disclaimers
- Basis issues
- Final income tax return of the decedent
- Medical expenses of final illness
- Savings bond interest acceleration
- Estate fiscal year and accounting method elections
- The sixty-five-day rule election
- Income and deductions in respect of the decedent (IRD)
Learning Objectives
- To provide a practical understanding of the planning issues facing the estate of a decedent
Course Materials
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| IRS CE Credit Request Form (137 KB) | Available after Purchase | ||
| Post Mortem Estate Planning Primer_slides (2.7 MB) | Available after Purchase | ||
Faculty
Arthur Werner Related Seminars and Products
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 an 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 2500 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.
Additional Info
Basic Course Information
Prerequisites Basic understanding of estate planningAdvanced Preparation None
Designed For CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 04/08/2021
Original Recording Date 04/23/2021
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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