The Preparation of Forms 706 and 709 – Understanding the Law
Total Credits: 3 including 3 Taxes - Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Tax | IRS Approved
- Speaker:
- Arthur Werner
- Course Levels:
- Basic
- Duration:
- 3 Hours
Description
A solid understanding of the laws governing estate and gift taxation is essential for tax professionals handling Forms 706 and 709. This course provides an in-depth analysis of the legal framework surrounding estate and gift taxes, including key regulations, IRS guidance, and court rulings. Participants will explore how estate and
gift tax rules interact, learn strategies for minimizing tax liabilities, and gain insight into compliance challenges. The course will also provide a thorough review of any new legislative changes introduced by the current administration and their implications for estate and gift tax planning.
*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 kori.herrera@acpen.com
Basic Course Information
Learning Objectives- Legal framework of estate and gift taxation
- IRS regulations and compliance requirements
- Portability, lifetime exemption, and tax minimization strategies
- Case law and IRS rulings affecting estate and gift tax planning
- Postmortem estate planning considerations
- Common legal pitfalls and how to avoid them
- Legislative updates and policy changes from the new administration
Major Subjects
- Legal framework of estate and gift taxation
- IRS regulations and compliance requirements
- Portability, lifetime exemption, and tax minimization strategies
- Case law and IRS rulings affecting estate and gift tax planning
- Postmortem estate planning considerations
- Common legal pitfalls and how to avoid them
- Legislative updates and policy changes from the new administration
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| IRS Credit Report Fom (267 KB) | Available after Purchase | ||
Speaker
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.
Dates
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Thu, Jun 05, 2025 - 10:00am to 01:00pm CDT
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Mon, Jun 23, 2025 - 01:00pm to 04:00pm CDT
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Sat, Jul 05, 2025 - 10:00am to 01:00pm CDT
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Sat, Jul 19, 2025 - 08:00am to 11:00am CDT
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Tue, Aug 05, 2025 - 10:00am to 01:00pm CDT
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Sat, Aug 23, 2025 - 01:00pm to 04:00pm CDT
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Fri, Sep 05, 2025 - 10:00am to 01:00pm CDT
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Sat, Sep 20, 2025 - 08:00am to 11:00am CDT
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Thu, Oct 23, 2025 - 01:00pm to 04:00pm CDT
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Wed, Nov 05, 2025 - 10:00am to 01:00pm CST
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Sat, Nov 15, 2025 - 08:00am to 11:00am CST
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Fri, Dec 05, 2025 - 10:00am to 01:00pm CST
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Tue, Dec 23, 2025 - 01:00pm to 04:00pm CST
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Mon, Jan 05, 2026 - 10:00am to 01:00pm CST
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Sat, Jan 17, 2026 - 08:00am to 11:00am CST
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Thu, Feb 05, 2026 - 10:00am to 01:00pm CST
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Mon, Feb 23, 2026 - 01:00pm to 04:00pm CST
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Thu, Mar 05, 2026 - 10:00am to 01:00pm CST
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Sat, Mar 21, 2026 - 08:00am to 11:00am CDT
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Thu, Apr 23, 2026 - 01:00pm to 04:00pm CDT
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Tue, May 05, 2026 - 10:00am to 01:00pm CDT
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Sat, May 16, 2026 - 08:00am to 11:00am CDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For CPAs, EAs, and tax professionals
Original Recording Date 06/01/25
Course Developer Werner-Rocca Seminars
Date Added to Catalog 05/01/25
Yellow Book
No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (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: www.nasbaregistry.org
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 help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.