The Complete Guide to Washington Death Taxation WEBCAST Partnered with the Oregon Society of CPAs

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. On-probate elements exploration. Valuation complexities unraveled. Joint tenancy challenges addressed.

Prerequisites

None.

Designed For

CPAs, EAs, and attorneys.

Objectives

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.

Preparation

None.

Notice

Qualifies for EA Credit.

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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