Estate Planning for 2022 and Beyond WEBCAST

Monday, June 13 8:00am - 4:00pm PDT

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8.0 Credits

Member Price $259.00

Non-Member Price $309.00

Overview

Over the past few years, Congress has made sweeping changes to the Internal Revenue. Code regarding Estate, Gift and Generation-Skipping taxation. In addition, the United States Supreme Court has issued multiple opinions on the issue of same sex marriages. Understanding the impact of the new legislation and the Supreme Court rulings, together with recent case law developments is important to all practitioners in properly advising their clients.

Highlights

A total understanding of new legislation. A total understanding of the Supreme Court rulings regarding same-sex marriage estate tax issues and planning techniques. Gift tax issues and planning techniques. Generation-Skipping issues and planning techniques. Other tax and non-tax issues and planning techniques. Step-up in basis issues.

Prerequisites

Basic knowledge of federal estate and gift taxation.

Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers.

Objectives

Recognize new legislation. Define the Supreme Court rulings regarding same-sex marriage. List estate tax issues and planning techniques. List gift tax issues and planning techniques. Compare planning techniques.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Arthur Werner

4.94 stars out of 5 - speaker rating for 2019

“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees

Art Werner is currently a shareholder in and is the President of the lecture firm Werner - Rocca Seminars, Ltd. Mr. Werner’s areas of expertise 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 located in Philadelphia, Pennsylvania.

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, Enrolled Agents, Insurance Agents, and Financial Planners, and has presented well in excess of 2,000 eight-hour seminars over the past 20 years. Over the past 20 years, Mr. Werner was 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.

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Non-Member Price $309.00

Member Price $259.00