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Live Webcast Replay

Mastering Charitable Remainder Trusts and Form 5227 Compliance

Total Credits: 2 including 2 Taxes - Technical

Average Rating:
ACPEN Industry 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.


Join us for an in-depth webcast on Charitable Remainder Trusts (CRTs) and the essential aspects of preparing Form 5227.  This course will provide a comprehensive overview of CRTs, including their purpose, benefits, and practical considerations. Moreover, we will delve into the intricacies of Form 5227, the informational return for charitable remainder trusts, ensuring you have the necessary knowledge to accurately complete and file this crucial document.

During this webcast, Art Werner will guide you through the fundamental concepts of Charitable Remainder Trusts, illustrating how they can be utilized as a strategic tool for tax planning. We will explore various types of CRTs, their formation, and the different scenarios in which they are most beneficial.  A significant portion of the webcast will be dedicated to Form 5227, the reporting requirement for charitable remainder trusts. We will provide an in-depth analysis of the form's components, line by line, ensuring you gain a comprehensive understanding of the information it requires. From trust assets and income to distributions and charitable beneficiaries,
we will cover each section, discussing common pitfalls and best practices for accurate reporting. Mr. Werner will address the recent updates and changes to Form 5227, enabling you to stay up to date with the latest compliance requirements.

Basic Course Information

Learning Objectives
  • Discuss Charitable Remainder Trusts and their practical applications
  • Identify suitable candidates for CRTs and integrate them into effective tax and estate plans
  • List steps involved to complete Form 5227 and ensure compliance with reporting requirements

Major Subjects
  • Introduction to Charitable Remainder Trusts (CRTs)
  • Types of CRTs and their Benefits
  • Formation and Funding of CRTs
  • Identifying Suitable Candidates for CRTs
  • Understanding Form 5227: An Overview
  • Line-by-Line Breakdown of Form 5227
  • Reporting Trust Assets and Income
  • Distributions and Charitable Beneficiaries
  • Compliance Updates and Recent Changes to Form 5227
  • Best Practices for Accurate Completion and Filing

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.


Tue, Aug 13, 2024 - 07:00pm to 08:48pm EDT
Fri, Aug 23, 2024 - 02:00pm to 03:48pm EDT
Tue, Sep 03, 2024 - 04:00pm to 05:48pm EDT
Sat, Sep 14, 2024 - 10:00am to 11:48am EDT
Tue, Sep 17, 2024 - 12:00pm to 01:48pm EDT
Tue, Oct 01, 2024 - 02:00pm to 03:48pm EDT
Wed, Oct 16, 2024 - 04:00pm to 05:48pm EDT
Fri, Nov 01, 2024 - 10:00am to 11:48am EDT
Wed, Nov 13, 2024 - 12:00pm to 01:48pm EST
Tue, Dec 10, 2024 - 07:00pm to 08:48pm EST
Sat, Dec 14, 2024 - 11:00am to 12:48pm EST
Mon, Dec 16, 2024 - 10:00am to 11:48am EST
Thu, Dec 26, 2024 - 12:00pm to 01:48pm EST
Tue, Jan 07, 2025 - 11:00am to 12:48pm EST
Tue, Jan 14, 2025 - 01:00pm to 02:48pm EST
Sat, Jan 18, 2025 - 09:00am to 10:48am EST
Tue, Feb 04, 2025 - 11:00am to 12:48pm EST
Tue, Feb 11, 2025 - 01:00pm to 02:48pm EST
Tue, Mar 04, 2025 - 11:00am to 12:48pm EST
Tue, Mar 11, 2025 - 01:00pm to 02:48pm EDT
Sat, Mar 15, 2025 - 09:00am to 10:48am EDT
Tue, Apr 01, 2025 - 11:00am to 12:48pm EDT
Tue, Apr 08, 2025 - 01:00pm to 02:48pm EDT
Tue, May 06, 2025 - 11:00am to 12:48pm EDT
Tue, May 13, 2025 - 01:00pm to 02:48pm EDT
Sat, May 17, 2025 - 09:00am to 10:48am EDT
Tue, Jun 03, 2025 - 11:00am to 12:48pm EDT
Tue, Jun 10, 2025 - 01:00pm to 02:48pm EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, attorneys, and financial planners
Original Recording Date 09/2023
Course Developer Werner-Rocca Seminars
Date Added to Catalog 09/08/2023
Yellow Book No

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:      4.6

Total Reviews: 25


Jonathan H

"Art is a great speaker. Have seen him multiple times."

Alynn P

"Nice job!"

Suzanne D

"Provided great background plus detail on the subject matter."