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, May 30, 2023 - 01:30pm to 09:17pm EDT
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Wed, Jun 07, 2023 - 10:00am to 05:47pm EDT
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Thu, Jun 15, 2023 - 01:30pm to 09:17pm EDT
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Tue, Jun 27, 2023 - 01:30pm to 09:17pm EDT
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Wed, Jul 05, 2023 - 10:00am to 05:47pm EDT
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Thu, Jul 20, 2023 - 01:30pm to 09:17pm EDT
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Tue, Jul 25, 2023 - 01:30pm to 09:17pm EDT
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Wed, Aug 02, 2023 - 10:00am to 05:47pm EDT
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Thu, Aug 17, 2023 - 01:30pm to 09:17pm EDT
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Tue, Aug 29, 2023 - 01:30pm to 09:17pm EDT
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Wed, Sep 06, 2023 - 10:00am to 05:47pm EDT
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Thu, Sep 21, 2023 - 01:30pm to 09:17pm EDT
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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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