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Live Webcast Replay

Crucial Tax Topics 2021-2022 with Art Werner - The Preparation of Form 706 and 709 – Understanding the Law

Total Credits: 2 including 2 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax |  IRS Approved
Arthur Werner
Course Levels:
2 Hours
Product Type:
Live Webcast Replay
Access for 30 day(s) after program date.



Tax compliance issues in estate and gift taxation are sometimes confusing to practitioners because many lack experiences in this area. This course, the first part of a 2-part series (6 CPE hours in total), provides the practitioner with a practical understanding of Federal estate and gift tax law. Emphasis will be given on the various of the Internal Revenue Code Sections that deal with this topic (income taxation of estates and trusts).    Mastering these sections of the Internal Revenue Code areas will allow the practitioner to start their understanding of tax compliance in preparing Federal Forms 706 and 709.

**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

Basic Course Information

Major Subjects
  • Understanding the basics of Estate and Gift Taxation
  • Understanding valuation of assets
  • Understanding what constitutes the “Gross Estate”
  • Understanding the various deductions (funeral and administrative expenses)
  • Understanding debts
  • Understanding the charitable deduction
  • Understanding the marital deduction
  • Understanding the calculation and the various tax credits 


Learning Objectives
  • To provide an overview and guide to understanding Federal Estate and Gift Taxation so that a practitioner will able to successfully prepare Internal Revenue Service Forms 706 and 709.

Course Materials


Arthur Werner's Profile

Arthur Werner Related seminars and products

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 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, Dec 09, 2022 - 09:00am to 11:00am CST
Wed, Dec 14, 2022 - 11:00am to 01:00pm CST
Tue, Dec 20, 2022 - 01:00pm to 03:00pm CST
Thu, Dec 29, 2022 - 03:00pm to 05:00pm CST

Additional Info

Basic Course Information



Advanced Preparation


Designed For

CPAs, EAs, attorneys, and other tax professionals 

Yellow Book


Course Developer

Arthur Werner

Date Added to Catalog


Original Recording Date


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199).

Official Registry Statement

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:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video



Overall:      4.8

Total Reviews: 18

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