The Complete Guide to Oregon Death Taxation WEBCAST - Partnered with the Oregon Society

Overview

Navigating tax compliance in the aftermath of an individual’s passing can be particularly challenging for those unfamiliar with estate tax matters. This comprehensive course provides a practical, hands-on approach to preparing the Oregon Estate Tax Return. By understanding the unique aspects of Oregon Estate Tax Law and how it aligns with federal estate tax obligations, participants will gain the knowledge needed to navigate these complex issues confidently.

In addition to covering the preparation of the Oregon Estate Tax Return, this course delves into postmortem estate planning considerations, probate and non-probate concerns, and other common challenges like valuation and joint tenancy. By the end of the course, participants will be equipped with the skills to manage estate tax matters efficiently, ensuring compliance and proper handling of clients’ estate tax responsibilities.

Highlights

Oregon Estate Tax Law: Comprehensive examination. Step-by-step guidance for preparing the Oregon Estate Tax Return. Postmortem estate planning considerations for Oregon estates. Coordination with the Federal Estate Tax Return (Form 706). Probate vs. non-probate elements in estate tax matters. Valuation complexities and how to address them. Challenges related to joint tenancy and tax implications. Estate administration and its effect on tax compliance.

Prerequisites

None.

Designed For

CPAs, EAs, and attorneys.

Objectives

Prepare the Oregon Estate Tax Return accurately. Identify estate planning issues that affect the Oregon Estate Tax Return. Compare Oregon’s Estate Tax Return to the Federal Estate Tax Return (Form 706). Apply appropriate valuation techniques in estate tax filings. Differentiate between probate and non-probate elements in estate tax returns. Organize tax compliance with estate administration duties. Analyze joint tenancy issues in the context of the Oregon Estate Tax. Analyze how estate planning impacts the Oregon Estate Tax Return.

Preparation

None.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

Leader Bios

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

4.94 stars out of 5 - speaker rating for 2019

“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees

Art Werner is currently a shareholder in and is the President of the lecture firm Werner - Rocca Seminars, Ltd. Mr. Werner’s areas of expertise 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 located in Philadelphia, Pennsylvania. 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, Enrolled Agents, Insurance Agents, and Financial Planners, and has presented well in excess of 2,000 eight-hour seminars over the past 20 years. Over the past 20 years, Mr. Werner was 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.

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