Total Credits: 4 including 4 Taxes - Technical
Tax compliance issues in estate and gift taxation are sometimes confusing to practitioners because many lack experiences in this area. This course, the second part of a 2-part series (6 CPE hours in total), provides the practitioner with a “hands-on” understanding as to how to prepare both the Federal Form 706 (Estate Tax return) and the Federal Form 709 (Gift Tax return). The participants will be shown how to properly prepare these returns “line-by-line”. Mastering this course will allow the practitioner to gain confidence in preparing these difficult tax returns.
**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 leighanne.conroy@acpen.com.
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase |
IRS CE Credit Request Form (137 KB) | Available after Purchase |
Form 706 (875.3 KB) | Available after Purchase |
Form 709 (250.8 KB) | Available after Purchase |
Slides Handout (2.5 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.
Fri, Jun 02, 2023 - 10:00am to 01:41pm EDT
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Sat, Jun 10, 2023 - 12:00pm to 03:41pm EDT
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Fri, Jun 16, 2023 - 10:00am to 01:41pm EDT
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Fri, Jun 30, 2023 - 10:00am to 01:41pm EDT
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Thu, Jul 20, 2023 - 03:00pm to 06:41pm EDT
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Fri, Jul 28, 2023 - 10:00am to 01:41pm EDT
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Fri, Aug 11, 2023 - 10:00am to 01:41pm EDT
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Sat, Aug 12, 2023 - 12:00pm to 03:41pm EDT
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Wed, Aug 23, 2023 - 01:00pm to 04:41pm EDT
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Fri, Sep 08, 2023 - 10:00am to 01:41pm EDT
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Fri, Sep 22, 2023 - 10:00am to 01:41pm EDT
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Fri, Oct 06, 2023 - 10:00am to 01:41pm EDT
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Sat, Oct 14, 2023 - 12:00pm to 03:41pm EDT
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Tue, Oct 17, 2023 - 02:00pm to 05:41pm EDT
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Fri, Nov 03, 2023 - 10:00am to 01:41pm EDT
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Wed, Nov 08, 2023 - 03:00pm to 06:41pm EST
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Fri, Dec 01, 2023 - 10:00am to 01:41pm EST
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Sat, Dec 09, 2023 - 12:00pm to 03:41pm EST
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Fri, Dec 15, 2023 - 10:00am to 01:41pm EST
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Fri, Dec 29, 2023 - 10:00am to 01:41pm EST
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Fri, Jan 12, 2024 - 10:00am to 01:41pm EST
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Thu, Jan 25, 2024 - 04:00pm to 07:41pm EST
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Fri, Feb 09, 2024 - 10:00am to 01:41pm EST
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Sat, Feb 10, 2024 - 12:00pm to 03:41pm EST
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Fri, Feb 23, 2024 - 10:00am to 01:41pm EST
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Wed, Mar 13, 2024 - 12:00pm to 03:41pm EDT
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Fri, Mar 22, 2024 - 10:00am to 01:41pm EDT
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Fri, Apr 05, 2024 - 10:00am to 01:41pm EDT
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Sat, Apr 13, 2024 - 12:00pm to 03:41pm EDT
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Fri, Apr 19, 2024 - 10:00am to 01:41pm EDT
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Thu, May 02, 2024 - 01:00pm to 04:41pm EDT
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Fri, May 17, 2024 - 10:00am to 01:41pm EDT
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Fri, May 31, 2024 - 10:00am to 01:41pm EDT
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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
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