Total Credits: 2 including 2 Taxes - Technical
Over the next decade, the area of “Advisory Services” has the greatest potential for growth in your practice. Complexities within your clients’ financial, estate, and asset protection plans coupled with the ever-changing Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a variety of necessary issues and techniques.
Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase |
ABCs of Advisory Services (3.6 MB) | 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.
Fri, Dec 13, 2024 - 02:30pm to 04:25pm EST
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Sat, Dec 21, 2024 - 09:30am to 11:25am EST
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Mon, Jan 06, 2025 - 11:00am to 12:55pm EST
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Fri, Jan 10, 2025 - 02:30pm to 04:25pm EST
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Mon, Feb 03, 2025 - 11:00am to 12:55pm EST
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Fri, Feb 14, 2025 - 02:30pm to 04:25pm EST
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Sat, Feb 15, 2025 - 09:30am to 11:25am EST
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Mon, Mar 03, 2025 - 11:00am to 12:55pm EST
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Fri, Mar 14, 2025 - 02:30pm to 04:25pm EDT
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Mon, Apr 07, 2025 - 11:00am to 12:55pm EDT
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Fri, Apr 11, 2025 - 02:30pm to 04:25pm EDT
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Sat, Apr 19, 2025 - 09:30am to 11:25am EDT
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Mon, May 05, 2025 - 11:00am to 12:55pm EDT
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Fri, May 09, 2025 - 02:30pm to 04:25pm EDT
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Mon, Jun 02, 2025 - 11:00am to 12:55pm EDT
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Fri, Jun 13, 2025 - 02:30pm to 04:25pm EDT
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Sat, Jun 21, 2025 - 09:30am to 11:25am EDT
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