Total Credits: 2 including 2 Taxes - Technical
Estate and trust administration is a growing part of a CPA’s practice. The CPA should understand the process and implications of estate and trust administration. This course focuses on the CPA’s role as a key member of the administration team.
· Estate settlement issues
· Collection and accounting of assets
· Determining the legitimacy of debts and creditors
· Payment of creditors
· Distribution issues
· Probate issues
· Will contests
· Inventory of assets
· Fiduciary duties
· Rights of creditors, third parties, and beneficiaries
· Federal estate tax issues
· State death tax issues
· Ancillary estate administration issues
· Fiduciary accounting issues
· Special issues regarding trusts
|Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB)||Available after Purchase|
|The Tax Practitioner's Guide to Understanding the Estate Administration Process (0.21 MB)||16 Pages||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.
Wed, May 29, 2019 - 11:00a to 01:00p CDT
Fri, Jun 14, 2019 - 09:00a to 11:00a CDT
Thu, Jun 20, 2019 - 11:00a to 01:00p CDT
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