Total Credits: 3 including 3 Taxes - Technical
A solid understanding of the laws governing estate and gift taxation is essential for tax professionals handling Forms 706 and 709. This course provides an in-depth analysis of the legal framework surrounding estate and gift taxes, including key regulations, IRS guidance, and court rulings. Participants will explore how estate and
gift tax rules interact, learn strategies for minimizing tax liabilities, and gain insight into compliance challenges. The course will also provide a thorough review of any new legislative changes introduced by the current administration and their implications for estate and gift tax planning.
*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 kori.herrera@acpen.com
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| IRS Credit Report Fom (267 KB) | Available after Purchase | ||
| The Preparation of Forms 706 and 709 – Understanding the Law Handout (1.4 MB) | Available after Purchase | ||
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.
|
Mon, Jun 23, 2025 - 2:00 PM to 4:50 PM EDT
|
|
Sat, Jul 05, 2025 - 11:00 AM to 1:50 PM EDT
|
|
Sat, Jul 19, 2025 - 9:00 AM to 11:50 AM EDT
|
|
Tue, Aug 05, 2025 - 11:00 AM to 1:50 PM EDT
|
|
Sat, Aug 23, 2025 - 2:00 PM to 4:50 PM EDT
|
|
Fri, Sep 05, 2025 - 11:00 AM to 1:50 PM EDT
|
|
Sat, Sep 20, 2025 - 9:00 AM to 11:50 AM EDT
|
|
Thu, Oct 23, 2025 - 2:00 PM to 4:50 PM EDT
|
|
Wed, Nov 05, 2025 - 11:00 AM to 1:50 PM EST
|
|
Sat, Nov 15, 2025 - 9:00 AM to 11:50 AM EST
|
|
Fri, Dec 05, 2025 - 11:00 AM to 1:50 PM EST
|
|
Tue, Dec 23, 2025 - 2:00 PM to 4:50 PM EST
|
|
Mon, Jan 05, 2026 - 11:00 AM to 1:50 PM EST
|
|
Sat, Jan 17, 2026 - 9:00 AM to 11:50 AM EST
|
|
Thu, Feb 05, 2026 - 11:00 AM to 1:50 PM EST
|
|
Mon, Feb 23, 2026 - 2:00 PM to 4:50 PM EST
|
|
Thu, Mar 05, 2026 - 11:00 AM to 1:50 PM EST
|
|
Sat, Mar 21, 2026 - 9:00 AM to 11:50 AM EDT
|
|
Thu, Apr 23, 2026 - 2:00 PM to 4:50 PM EDT
|
|
Tue, May 05, 2026 - 11:00 AM to 1:50 PM EDT
|
|
Sat, May 16, 2026 - 9:00 AM to 11:50 AM EDT
|
No
Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
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
Group Internet Based
Online Registration
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.
| 5 |
|
| 4 |
|
| 3 |
|
| 2 |
|
| 1 |
|
