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Live Webcast Replay

Buying, Selling, or Gifting a Business Creatively

Total Credits: 2 including 2 Taxes - Technical

Average Rating:
ACPEN Tax Institute |  Tax |  IRS Approved
Arthur Werner
Course Levels:
2 Hours
Product Setting: Expires 30 day(s) after program date.

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


The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code.  This, in turn, has created a need to make changes in a client’s planning needs.  In addition to traditional issues faced by a business owner regarding the operation of his or her business, business ownership creates complexities in the tax, estate, and financial planning arenas. By focusing on the development of many unique business planning tools, this course explores the entrance and exit strategies available to business owners.  

**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

Basic Course Information

Learning Objectives
  • To allow the participant to gain a confidence level in giving advice in the strategic area of buying, selling, and gifting business interests

Major Subjects
  • Integrated Planning Techniques (Estate, Financial, and Asset Protection)
  • Needs of the Business Owner
  • Business Continuation Consideration
  • Succession Planning Issues - Tax and Non-Tax
  • Dealing with the Owner
  • Integration of Retirement Needs
  • “Buy-Sell Agreement” Issues
  • Liquidity Issues

Course Materials


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.


Fri, Feb 23, 2024 - 01:00pm to 03:12pm EST
Mon, Mar 04, 2024 - 09:30am to 11:42am EST
Fri, Mar 22, 2024 - 01:00pm to 03:12pm EDT
Thu, Apr 04, 2024 - 09:30am to 11:42am EDT
Fri, Apr 26, 2024 - 01:00pm to 03:12pm EDT
Sat, May 04, 2024 - 09:30am to 11:42am EDT
Fri, May 24, 2024 - 01:00pm to 03:12pm EDT
Wed, Jun 05, 2024 - 02:00pm to 04:12pm EDT
Sat, Jun 15, 2024 - 10:00am to 12:12pm EDT
Thu, Jun 20, 2024 - 07:00pm to 09:12pm EDT
Tue, Jun 25, 2024 - 04:00pm to 06:12pm EDT

Additional Info

Basic Course Information


Basic understanding of estate planning

Advanced Preparation


Designed For

CPAs, EAs, financial planners, attorneys

Yellow Book


Course Developer

Arthur Werner

Date Added to Catalog


Original Recording Date 02/19/2018

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (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:

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 if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video



Overall:      4.5

Total Reviews: 80


Christopher L

"Fantastic course"

Patricia P

"I thought the presenter was outstanding. The material was easy to follow and understandable."