New Estate Planning for ID, OR & WA

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  • Date/Time
    • Sep 23, 2019
    • Sign In: 7:45am (MT)
    • Program: 8:00am - 3:45pm (MT)
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  • Location
    • ISCPA Enrichment Center
      1649 W Shoreline Drive #202
      Boise, ID 83702
    • Map
  • Credits
    • 8.00
  • Credit Type(s)
    • Taxation (8.00)
  • Prerequisites
    • Moderate experience in estate planning

  • Vendor
    • Werner, Rocca & Susman Seminars, Ltd.
  • Level
    • Intermediate
  • Fields of Study
    • Estate / Financial Planning
    • Taxation
  • Message
    • 1/2 hour lunch included

Description

The field of estate planning is increasingly complex. Finding appropriate solutions to a client’s estate issues go beyond personal needs and Federal tax issues. The client must also consider state issues and, in the case of certain sophisticated clients, multi-state issues. This course provides the practitioner with a look at specific issues regarding Idaho, Oregon, and Washington laws.

Designed For

  • CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents
  • Objectives

  • To provide an understanding of how Idaho, Oregon, and Washington laws impact a client’s estate plan.
  • Highlights

  • The changing environment of estate planning
  • Idaho issues of interest
  • Oregon issues of interest
  • Washington issues of interest
  • Charitable deduction
  • Community property vs. non-community property issues
  • State specific life insurance issues
  • Oregon estate tax issues
  • Washington estate tax issues
  • Advanced Prep

  • Download manual and test usability prior to morning of seminar
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    Leaders

    Art Werner

    werner

    Art is currently a shareholder in the lecture firm of Werner-Rocca Seminars, LTD. His areas of expertise include business, tax, financial, and estate planning for high net worth individuals. In addition, Art is an adjunct professor of taxation in the Master of Science in Taxation program at Philadelphia University. He received his Bachelor of Science in Accounting and his Master of Science in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School of Widener University.

    Art lectures extensively to certified public accountants, enrolled agents, insurance agents, and financial planners in the areas of estate planning, financial planning, and estate and gift taxation. He has presented well in excess of 1,500 seminars over the past fifteen years. Art has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of CPAs, awarded the AICPA Outstanding Discussion Leader Award in 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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