About Our Speaker(s)
Arthur Werner

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.

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, Attorneys, Insurance Agents, 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.

Estate and Gift Taxation - Understanding the Basics (CDP862M)

Event Information
Product Format
Pre-recorded Webinar
Arthur Werner
120 minutes
Event Description

Simplifying Federal Estate and Gift Taxation to Better Prepare Forms 706 and 709

Sometimes Tax compliance issues at death may create confusion for practitioners. This may be due to various reasons, including lack of experience in the specific area.

Join this session by expert speaker Arthur Werner to get a better understanding of issues concerned with Federal Estate and Gift Taxation. The session is a prerequisite for courses involving tax compliance of Forms 706 and 709.

By completing this course, you will acquire a level of comfort that will provide you with a complete understanding of the basic issues needed to better prepare Federal Forms 706 and 709.

Session Highlights:

  • A Complete understanding of estate and gift taxation
  • Understanding of Internal Revenue Code Section 2031 through 2058
  • Various postmortem estate planning issues involved in the preparation of Forms 706 and 709

Who Should Attend

CPAs, EAs, Attorneys, Financial Planners, Insurance Agents, and Bankers


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