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Strategies for Guiding Clients Through Challenging Situations: Tax Insights

Total Credits: 8 including 8 Taxes - Technical

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

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


In this comprehensive course, practitioners gain a deep understanding of strategic planning considerations and potential hurdles encountered when clients face difficult circumstances. Delving into an array of scenarios often classified as "challenging," the course offers tax insights. From divorce and personal bankruptcy to intricate personal relationship matters, participants will equip themselves to adeptly guide clients through these challenging scenarios by understanding the tax implications.

Basic Course Information

Learning Objectives
  • Identify and address the diverse tax and non-tax intricacies associated with various scenarios that clients perceive as "challenging."

Major Subjects
  • Navigating the tax and non-tax dimensions of divorce.
  • Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.
  • Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.
  • Grasping the intricacies of support considerations for spouses and former spouses.
  • Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.
  • Delving into the business implications in instances of business dissolution.
  • Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.

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 - 10:00am to 05:44pm EDT
Fri, Aug 23, 2024 - 12:00pm to 07:44pm EDT
Tue, Sep 03, 2024 - 10:00am to 05:44pm EDT
Sat, Sep 14, 2024 - 11:00am to 06:44pm EDT
Tue, Sep 17, 2024 - 12:00pm to 07:44pm EDT
Tue, Oct 01, 2024 - 10:00am to 05:44pm EDT
Wed, Oct 16, 2024 - 12:00pm to 07:44pm EDT
Fri, Nov 01, 2024 - 10:00am to 05:44pm EDT
Wed, Nov 13, 2024 - 12:00pm to 07:44pm EST
Tue, Dec 10, 2024 - 10:00am to 05:44pm EST
Sat, Dec 14, 2024 - 11:00am to 06:44pm EST
Mon, Dec 16, 2024 - 12:00pm to 07:44pm EST
Thu, Dec 26, 2024 - 10:00am to 05:44pm EST
Mon, Jan 06, 2025 - 09:00am to 04:44pm EST
Sat, Jan 11, 2025 - 01:00pm to 08:44pm EST
Thu, Jan 30, 2025 - 05:00pm to Fri, Jan 31, 2025 - 12:44am EST
Mon, Feb 03, 2025 - 09:00am to 04:44pm EST
Wed, Feb 12, 2025 - 10:00am to 05:44pm EST
Mon, Mar 03, 2025 - 09:00am to 04:44pm EST
Sat, Mar 08, 2025 - 01:00pm to 08:44pm EST
Thu, Mar 27, 2025 - 05:00pm to Fri, Mar 28, 2025 - 12:44am EDT
Mon, Apr 07, 2025 - 09:00am to 04:44pm EDT
Wed, Apr 09, 2025 - 10:00am to 05:44pm EDT
Mon, May 05, 2025 - 09:00am to 04:44pm EDT
Sat, May 10, 2025 - 01:00pm to 08:44pm EDT
Thu, May 29, 2025 - 05:00pm to Fri, May 30, 2025 - 12:44am EDT
Mon, Jun 02, 2025 - 09:00am to 04:44pm EDT
Wed, Jun 11, 2025 - 10:00am to 05:44pm 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



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


Todd A

"More than anything else, Art's teaching style and presence made for a very enjoyable 8 hours. He had energy, engagement, and great stories. Thank you Art!"

Ethan D

"Enjoyed the course"