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Live Webcast Replay

The Tax Practitioners Guide to Estate Administration

Total Credits: 2 including 2 Taxes - Technical

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



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. 

**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
  • 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  

Learning Objectives
  • Recognize the CPA’s role in estate administration

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.


Thu, Dec 08, 2022 - 09:00am to 11:00am CST
Tue, Dec 13, 2022 - 11:00am to 01:00pm CST
Mon, Dec 19, 2022 - 01:00pm to 03:00pm CST
Wed, Dec 28, 2022 - 03:00pm to 05:00pm CST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 04/08/2021
Original Recording Date 04/23/2021

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:      4.6

Total Reviews: 57


Krissa S

"I appreciated having two people presenting to give multiple perspectives and insight."

Paul J - Denver, Colorado

"Enjoyed your sidekick on this presentation - very helpful input and great interaction. "

Karen Chase K

"This was an excellent class. Highly recommend to anyone who deals with executors or trustees. Can provide billable service and get in front of issues that executors create without having been educated."

Catherine Miller C

"Very good and simple steps"

Michael F

"Thank you!"

Jacob P

" "

Erin S

"Good presentation. Very informative. Thank you!"

Jeanmarie M

"Excellent, I look forward to taking additional classes given by them."

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