The Complete Guide to Washington Death Taxation - Webcast
Overview
The intricacies of tax compliance following an individual's passing can often perplex practitioners due to the complex nature of this field. This comprehensive course equips you with a practical understanding of the nuances involved in preparing the Washington Estate Tax Return. Gain the knowledge necessary to navigate the requirements effectively and ensure compliance.
Learn to address various postmortem estate planning intricacies while aligning with federal tax considerations. This course provides a thorough exploration of Washington estate tax law, guiding you through the preparation process step-by-step.
Highlights
- Thorough exploration of Washington Estate Tax Law.
- Step-by-step guidance on preparing the Washington Estate Tax Return.
- Addressing diverse postmortem estate planning intricacies within the context of the Washington Estate Tax Return.
- Aligning with the Federal Estate Tax Return (Form 706).
- Coordinating with estate administration matters and analyzing probate considerations.
- Exploring non-probate elements and evaluating valuation complexities.
- Examining challenges related to joint tenancy.
Designed For
CPAs, EAs, and attorneys
Objectives
At the end of this course, you will be able to:
- Discuss how to properly prepare the Washington Estate Tax Return.
- Identify key components of Washington Estate Tax Law and its implications for estate planning.
- Explain the coordination between the Washington Estate Tax Return and the Federal Estate Tax Return (Form 706).
- Analyze probate considerations and their impact on estate administration.
- Evaluate valuation complexities and non-probate elements in the estate tax process.
- Assess the implications of recent changes in Washington tax law on estate planning.
- Identify postmortem estate planning strategies to optimize tax outcomes.
- Describe the reporting requirements for joint tenancy and its tax implications.
Leader(s):
Leader Bios
Arthur Werner, President, 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 a former 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 3000 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.
(9/17/20)
Non-Member Price $390.00
Member Price $315.00