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Live Webcast Replay

2024 Estate Planning for Today and Beyond


Total Credits: 8 including 8 Taxes - Technical

Average Rating:
   22
Categories:
ACPEN Industry Institute |  Tax
Faculty:
Arthur Werner
Course Levels:
Intermediate
Duration:
8 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on current issues. Participants will explore cutting-edge techniques, emerging legal considerations, and industry developments to ensure they are equipped with the knowledge and skills to create effective estate plans that withstand the test of time and safeguard their clients' legacies.

 

Basic Course Information

Learning Objectives
  • Recall key trends influencing estate planning
  • Recognize the impact of recent legislative changes on estate planning
  • List advanced strategies for tax minimization and wealth preservation
  • Identify and discuss complex family dynamics within estate planning
  • Describe the process of designing estate plans tailored to meet evolving client objectives and aligning with legal frameworks

Major Subjects
  • Analysis of upcoming trends and anticipated shifts in estate planning practices
  • Review of legislative updates affecting estate planning strategies
  • Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency
  • Integration of digital assets and technology into estate planning frameworks
  • Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional
    relationships

Course Materials

Faculty

Arthur Werner's Profile

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

Tue, Dec 10, 2024 - 11:00am to 06:42pm EST
Mon, Dec 16, 2024 - 12:00pm to 07:42pm EST
Sat, Dec 21, 2024 - 09:00am to 04:42pm EST
Tue, Jan 14, 2025 - 10:00am to 05:42pm EST
Thu, Jan 30, 2025 - 11:00am to 06:42pm EST
Thu, Feb 06, 2025 - 12:00pm to 07:42pm EST
Tue, Feb 18, 2025 - 09:00am to 04:42pm EST
Sat, Mar 01, 2025 - 10:00am to 05:42pm EST
Tue, Mar 18, 2025 - 11:00am to 06:42pm EDT
Fri, Apr 11, 2025 - 12:00pm to 07:42pm EDT
Tue, Apr 22, 2025 - 09:00am to 04:42pm EDT
Fri, May 09, 2025 - 10:00am to 05:42pm EDT
Tue, Jun 10, 2025 - 12:00pm to 07:42pm EDT
Sat, Jun 21, 2025 - 09:00am to 04:42pm EDT
Mon, Jun 30, 2025 - 10:00am to 05:42pm EDT
Thu, May 21, 2026 - 11:00am to 06:42pm EDT

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation None
Designed For

CPAs, EAs, and attorneys


Original Recording Date 5/2024
Course Developer Werner-Rocca Seminars
Date Added to Catalog 02/22/2024
Yellow Book No

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
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1

Overall:      4.6

Total Reviews: 22

Comments

Karen S

"Art has a nice personality which benefits his presentation of technical matters."