Total Credits: 8 including 8 Taxes - Technical
This course helps the practitioner understand planning considerations and potential problems when certain “bad situations” happen to his/her client. Updated for COVID-19 issues, this course will explore a variety of bad situations and provide the practitioner an understanding of the tax and non-tax circumstances to be considered when advising a client who is experiencing a bad situation in these trying times.
**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 leighanne.conroy@acpen.com.
Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase |
IRS CE Credit Request Form (137 KB) | Available after Purchase |
Making the Best of Bad Situations_Handout (9.8 MB) | 52 Pages | Available after Purchase |
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.
Tue, Sep 26, 2023 - 01:30pm to 09:17pm EDT
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Wed, Oct 04, 2023 - 10:00am to 05:47pm EDT
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Thu, Oct 19, 2023 - 01:30pm to 09:17pm EDT
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Tue, Oct 31, 2023 - 01:30pm to 09:17pm EDT
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Wed, Nov 01, 2023 - 10:00am to 05:47pm EDT
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Thu, Nov 16, 2023 - 01:30pm to 09:17pm EST
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Tue, Nov 28, 2023 - 01:30pm to 09:17pm EST
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Wed, Dec 06, 2023 - 10:00am to 05:47pm EST
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Thu, Dec 21, 2023 - 01:30pm to 09:17pm EST
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Wed, Dec 27, 2023 - 01:30pm to 09:17pm EST
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Sat, Jan 06, 2024 - 12:00pm to 07:47pm EST
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Mon, Jan 22, 2024 - 10:00am to 05:47pm EST
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Fri, Feb 16, 2024 - 12:00pm to 07:47pm EST
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Wed, Feb 28, 2024 - 10:00am to 05:47pm EST
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Mon, Mar 11, 2024 - 12:00pm to 07:47pm EDT
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Fri, Mar 22, 2024 - 10:00am to 05:47pm EDT
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Fri, Apr 05, 2024 - 12:00pm to 07:47pm EDT
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Tue, Apr 16, 2024 - 10:00am to 05:47pm EDT
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Sat, May 04, 2024 - 12:00pm to 07:47pm EDT
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Wed, May 22, 2024 - 10:00am to 05:47pm EDT
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Tue, Jun 11, 2024 - 12:00pm to 07:47pm EDT
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Mon, Jun 17, 2024 - 10:00am to 05:47pm EDT
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Fri, Jun 21, 2024 - 12:00pm to 07:47pm EDT
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Fri, Jun 28, 2024 - 10:00am to 05:47pm EDT
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