Not Found
Live Webcast Replay

Estate and Financial Planning


Total Credits: 2.2 including 2.2 Taxes - Technical

Average Rating:
   4.4
Category:
ACPEN Industry Institute |  ACPEN Tax Institute |  IRS Approved |  Tax
Faculty:
Arthur Werner
Course Levels:
Basic
Duration:
2.2 Hours
License:
Access for 30 day(s) after program date.

Dates


Description

Did you know CPAs or EAs may charge premium rates for Estate and Financial Planning, better than rates charged for tax returns?

 

This course offers the best techniques for incorporating Estate and Financial Planning into your practice. In addition to learning these techniques, you’ll discover the “why” behind the importance of adding these elements to your practice as well as how to broaden its growth.  

 

Learning how to expand your practice with Consulting and Planning as leading components of your business will provide the “team approach” clients are seeking.

 

**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
  • Total Planning: Estate, Financial, Asset Protection
  • Changes in Landscape
  • Bridging Services
  • Client Issues: LIIIVES

Learning Objectives
  • List and describe Estate and Financial Planning products to clientele
  • Discuss planning options best suited for clients’ financial needs
  • Interpret effective planning strategies for meeting clients’ long-term retirement goals

Course Materials

Faculty

Arthur Werner Related seminars and products

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

Thu, May 20, 2021 - 10:00am to 11:49am EDT
Wed, Jun 09, 2021 - 01:00pm to 02:49pm EDT
Tue, Jun 22, 2021 - 04:00pm to 05:49pm EDT
Tue, Jul 13, 2021 - 01:30pm to 03:19pm EDT
Fri, Jul 23, 2021 - 09:30am to 11:19am EDT
Tue, Aug 03, 2021 - 01:30pm to 03:19pm EDT
Fri, Aug 13, 2021 - 09:30am to 11:19am EDT
Tue, Aug 24, 2021 - 01:30pm to 03:19pm EDT
Fri, Sep 03, 2021 - 09:30am to 11:19am EDT
Tue, Sep 14, 2021 - 01:30pm to 03:19pm EDT
Fri, Sep 24, 2021 - 09:30am to 11:19am EDT
Tue, Oct 05, 2021 - 01:30pm to 03:19pm EDT
Fri, Oct 15, 2021 - 09:30am to 11:19am EDT
Tue, Oct 26, 2021 - 01:30pm to 03:19pm EDT
Fri, Nov 05, 2021 - 09:30am to 11:19am EDT
Tue, Nov 16, 2021 - 01:30pm to 03:19pm EST
Mon, Nov 22, 2021 - 09:30am to 11:19am EST
Tue, Dec 07, 2021 - 01:30pm to 03:19pm EST
Fri, Dec 17, 2021 - 09:30am to 11:19am EST
Tue, Dec 28, 2021 - 01:30pm to 03:19pm EST

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

5
4
3
2
1

Overall:      4.4

Total Reviews: 13

Comments

Kovach Jeffrey Michael K

"Good information!"

Katherine S

"Great course!"

Please wait ...

Back to Top