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Creative Strategies for Buying, Selling, or Gifting a Business

Total Credits: 2 including 2 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  IRS Approved |  Tax
Arthur Werner
Course Levels:
2 Hrs
Access for 30 day(s) after program date.



The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code.  This, in turn, has created a need to make changes in a client’s planning needs.  In addition to traditional issues faced by a business owner regarding the operation of his or her business, business ownership creates complexities in the tax, estate, and financial planning arenas. By focusing on the development of many unique business planning tools, this course explores the entrance and exit strategies available to business owners.  


**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

Basic Course Information

Learning Objectives To allow the participant to gain a confidence level in giving advice in the strategic area of buying, selling, and gifting business interests
Major Subjects Integrated Planning Techniques (Estate, Financial, and Asset Protection) Needs of the Business Owner Business Continuation Consideration Succession Planning Issues Tax Non-Tax Dealing with the Owner Integration of Retirement Needs “Buy-Sell Agreement” Issues Liquidity Issues

Course Materials


Arthur Werner Related seminars and products: 19

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.


Wed, Mar 10, 2021 - 01:00pm to 02:48pm EST
Fri, Mar 26, 2021 - 04:00pm to 05:48pm EDT
Wed, Apr 07, 2021 - 10:00am to 11:48am EDT
Thu, Apr 22, 2021 - 01:00pm to 02:48pm EDT
Fri, May 14, 2021 - 04:00pm to 05:48pm EDT
Thu, May 27, 2021 - 10:00am to 11:48am EDT
Fri, Jun 11, 2021 - 01:00pm to 02:48pm EDT
Thu, Jun 24, 2021 - 04:00pm to 05:48pm EDT

Additional Info

Basic Course Information

Prerequisites Basic understanding of estate planning
Advanced Preparation None
Designed For CPAs, EAs, financial planners, attorneys
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 02/19/2018
Original Recording Date 02/19/2018

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (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:
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 if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.



Overall:      4.5

Total Reviews: 260


Christopher L

"Really great presenter! "

Weldon G

" "

Darla S

"Great speaker. Interesting and informative. "

James F

" "

Deborah M

"Very informative!"

Diana H - Portland, Oregon


Rie C

"This lecture really gave a great education for us, we now understand what kind of options we have. Thank you so much!!! We hope more courses of this subject with more details will come."

Martin D

"Very timely"

Eric K

"Excellent instructor. Kept the information precise and it flowed very easily."

Audrey P


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