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Live Webcast Replay

Understanding the Entities: Planning and Compliance


Total Credits: 2.2 including 2.2 Taxes - Technical

Average Rating:
   4.9
Category:
ACPEN Industry Institute |  ACPEN Tax Institute |  IRS Approved |  Tax
Faculty:
Arthur Werner
Course Levels:
Basic
Duration:
2.2 Hrs
License:
Access for 30 day(s) after program date.

Dates


Description

In this course, the first in the series, practitioners will learn about Trust and Estate Planning. The purpose of this lecture is twofold: 1) to expand a practitioner’s knowledge-base, promoting growth of business and 2) to educate practitioners on how to provide comprehensive financial advice and planning strategies.

 

**Please Note:  If you need credit reported to the IRS for this IRS approved program (2 hours only), please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Basic Course Information

Major Subjects
  • Client Planning
    • Estate
    • Financial
    • Asset Protection
  • Fiduciary Income Tax Compliance
  • Probate
  • Key Players in a Trust

Learning Objectives
  • List and define key terms as they pertain to financial planning
  • Differentiate Federal and State definitions related to estate planning
  • Interpret Trust implications with regards to financial protection
  • Explain the most beneficial courses of action for clients, aiding them in navigating their Trust and Estate Planning

Course Materials

Faculty

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.


Dates

Mon, Mar 08, 2021 - 04:00pm to 05:52pm EST
Wed, Mar 24, 2021 - 10:00am to 11:52am EDT
Mon, Apr 05, 2021 - 01:00pm to 02:52pm EDT
Wed, Apr 21, 2021 - 04:00pm to 05:52pm EDT
Thu, May 06, 2021 - 10:00am to 11:52am EDT
Wed, May 19, 2021 - 01:00pm to 02:52pm EDT
Tue, Jun 08, 2021 - 04:00pm to 05:52pm EDT
Fri, Jun 25, 2021 - 10:00am to 11:52am EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, and other financial professionals
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 02/12/2020
Original Recording Date 01/30/2020

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (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: www.nasbaregistry.org
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 help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video

Reviews

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Overall:      4.9

Total Reviews: 7

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