The Complete Guide to Oregon Death Taxation WEBCAST - Presented by the Oregon Society of CPAs

Overview

The intricacies of tax compliance during the aftermath of an individual’s passing can often bewilder practitioners who lack exposure in this realm. This comprehensive course equips you with a pragmatic understanding of the intricacies entailed in preparing the Oregon Estate Tax Return.

NOTE: This event does not qualify for the Season Ticket or Coupon.

Highlights

Oregon Estate Tax Law: Comprehensive examination
Mastering the preparation of the Oregon Estate Tax Return: Step-by-step guidance
Addressing various postmortem estate planning intricacies within the framework of the Oregon Estate Tax Return
Harmonizing with the Federal Estate Tax Return (Form 706)
Coordinating with estate administration matters
Analyzing probate considerations
Exploring non-probate elements
Tackling valuation complexities
Delving into challenges related to joint tenancy

Prerequisites

None.

Designed For

CPAs, EAs, and attorneys.

Objectives

Discuss how to prepare the Oregon Estate Tax Return.

Preparation

None.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

Leader Bios

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

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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