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The Complete Guide to Preparing Forms 706 and 709

This course offers professionals essential insights into the impact of aging demographics on financial services. Participants will explore the macr...

Event Overview

Mastering tax forms 706 and 709 is crucial for tax professionals navigating estate and gift taxation. This course offers a comprehensive guide, empowering professionals to confidently prepare these forms with precision and compliance. By exploring the intricacies and requirements of Forms 706 and 709, participants gain the expertise needed to accurately report estate and gift taxes, even in complex scenarios. With practical insights and hands-on guidance, attendees will emerge equipped to handle estate and gift taxation matters effectively, ensuring their clients’ financial affairs are managed with proficiency and care.

Event Sessions

Tuesday, October 1, 2024
Day #1
The Complete Guide to the Preparation of Forms 706 and 709
Taxes | 8 Credits
Arthur Werner
09:00 AM to 05:00 PM America/New_York

Mastering tax forms 706 and 709 is crucial for tax professionals navigating estate and gift taxation. This course offers a comprehensive guide, empowering professionals to confidently prepare these forms with precision and compliance. By exploring the intricacies and requirements of Forms 706 and 709, participants gain the expertise needed to accurately report estate and gift taxes, even in complex scenarios. With practical insights and hands-on guidance, attendees will emerge equipped to handle estate and gift taxation matters effectively, ensuring their clients’ financial affairs are managed with proficiency and care.

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Event Instructors

Arthur Werner

Philadelphia, PA
Partner, Werner -Rocca Seminars

Arthur Joseph Werner, JD, MS in Taxation, serves as president and shareholder of Werner-Rocca Seminars, Ltd., specializing in lectures on business, tax, and estate planning for affluent individuals. A past adjunct professor at Philadelphia University’s Master of Science in Taxation program, Werner brings a solid educational background with a B.S. in Accounting and an M.S. in Taxation from Widener University, complemented by a J.D. from Delaware Law School. A seasoned speaker, he has delivered over 3000 eight-hour seminars and numerous webinars, focusing on Estate Planning, Financial Planning, and Estate and Gift Taxation for CPAs and Financial Planners. His expertise is recognized with top speaker ratings in Pennsylvania and prestigious awards for discussion leadership from CPA institutes in Nevada, Florida, and South Carolina.

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