$399.00
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Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
2 Credits: Taxes
Event Date: May 22, 2026 9:40 am
Course Level
Intermediate
Format
Conference
Course Description
This course focuses on postmortem estate planning, equipping practitioners to navigate complex issues that arise after a client’s death. Participants will review key areas including estate and income tax filings, alternative valuation dates, QTIP elections, basis considerations, and estate income tax matters. Designed to provide practical, strategic guidance, the course prepares professionals to manage estate administration efficiently and optimize outcomes for beneficiaries.
Learning Objectives
Identify key postmortem estate planning issues that arise after a client’s death, including administrative, tax, and filing responsibilities.
Analyze strategic elections and tax considerations such as alternative valuation dates, QTIP elections, basis adjustments, and estate income tax matters.
Apply practical post-death planning strategies to improve estate administration efficiency and optimize outcomes for beneficiaries.
Course Specifics
26CNewOrleans-Fri-B1
Basic knowledge of individual income taxation and estate planning concepts
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02799-26-I
IRS Federal Tax Law Credits: 2
CFP Provider Number: 3199
CFP Course Number: 349492
CFP Credits: 2
CTEC Course Number: 2071-CE-02242
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Meet The Experts
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 …