Instructor
Arthur Werner
Instructor
Arthur Joseph Werner, J.D., M.S. (Taxation)
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 a former 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 more than 3000 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.
This is part two of the Estate and Inheritance Tax course. (Here is the link to part one – STATES THAT HAVE ESTATE TAXES—UNDERSTANDING THE LAW)
These courses are dealing with state “death tax” issues, enabling you to properly prepare estate tax returns for the state in which you have a client base. Though the overall system is the same from state to state, there are nuances with each state, within the law itself. This course discusses where those differences lie between Federal and State laws and the compliance and forms that are used.
Once you’ve enrolled please see the ematerials forms for download: Federal 706, or the Federal estate tax return and Form MET-1, which is the Maryland estate tax return as reference for this course.
This course will detail how the forms work in tandem, yet you will gain understanding of the differences between the Maryland and Federal returns. This course is beneficial because though you may not be a Maryland practitioner, you may be preparing the Maryland tax return for clients who have business dealings in Maryland.
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CPAs and other financial professionals