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Live Webcast Replay

The ABCs of Advisory Services

Total Credits: 2 including 2 Taxes - Technical

Average Rating:
   59
Categories:
ACPEN Tax Institute |  IRS Approved |  Tax
Faculty:
Arthur Werner |  Shelli Huston, CPA, MS
Course Levels:
Intermediate
Duration:
2 Hours
License:
Expires 30 day(s) after program date.
Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.
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Description

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.

 

Basic Course Information

Major Subjects
  • Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning)
  • Changes in the landscape of a tax practitioner’s practice
  • The bridging of services
  • Getting started – Where do your clients fail?
  • Understanding the primary planning issues for all clients
  • Estate and Gift issues
  • Traps, pitfalls, and tips in planning
  • Practical steps in establishing a tax advisory and wealth management services practice
  • Domicile issues

Learning Objectives
  • To provide an understanding of issues and techniques in all areas of planning that will allow the practitioner to expand their tax advisory and wealth management services practice.

Course Materials

Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) Available after Purchase
ABCs of Advisory Services (3.6 MB) Available after Purchase
IRS Credit Request Form (267 KB) Available after Purchase

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.

Shelli Huston, CPA, MS's Profile

Shelli Huston, CPA, MS Related Seminars and Products

Shelli Huston, CPA, MS is an Oregon native. She attended Warner Pacific College where she received a Bachelors in Business with an Emphasis in Accounting. After obtaining her CPA's license, she continued on to Golden Gate University where she received her Master's Degree in Taxation.
 
Shelli worked in a small tax firm for many years. In 2006, she opened up her own tax and accounting firm. She has watched her business grow and expand to include teaching and writing. Shelli has over 20 years of experience in personal, business, estate, trust, and gift taxation, as well as QuickBooks and payroll. She enjoys working with clients of all types and small businesses, especially new businesses.
 
Shelli is passionate about the importance of being the best professionals we can be. This profession comes with an inherent integrity that takes work to uphold. Through her participation in education, she is excited to assist in upholding the professionalism of the accounting and tax profession.

Dates

Mon, Jun 02, 2025 - 11:00 AM to 12:55 PM EDT
Fri, Jun 13, 2025 - 12:00 PM to 1:55 PM EDT
Fri, Jun 13, 2025 - 2:30 PM to 4:25 PM EDT
Sat, Jun 21, 2025 - 9:30 AM to 11:25 AM EDT
Fri, Jul 11, 2025 - 9:30 AM to 11:25 AM EDT
Fri, Jul 18, 2025 - 12:00 PM to 1:55 PM EDT
Tue, Aug 12, 2025 - 11:00 AM to 12:55 PM EDT
Thu, Sep 11, 2025 - 9:30 AM to 11:25 AM EDT
Thu, Sep 18, 2025 - 12:00 PM to 1:55 PM EDT
Sat, Oct 11, 2025 - 11:00 AM to 12:55 PM EDT
Tue, Nov 11, 2025 - 9:30 AM to 11:25 AM EST
Tue, Nov 18, 2025 - 12:00 PM to 1:55 PM EST
Fri, Dec 12, 2025 - 11:00 AM to 12:55 PM EST
Sat, Jan 10, 2026 - 9:30 AM to 11:25 AM EST
Sat, Jan 17, 2026 - 12:00 PM to 1:55 PM EST
Thu, Feb 12, 2026 - 11:00 AM to 12:55 PM EST
Wed, Mar 11, 2026 - 9:30 AM to 11:25 AM EDT
Wed, Mar 18, 2026 - 12:00 PM to 1:55 PM EDT
Wed, Apr 15, 2026 - 11:00 AM to 12:55 PM EDT
Mon, May 11, 2026 - 9:30 AM to 11:25 AM EDT
Mon, May 18, 2026 - 12:00 PM to 1:55 PM EDT
Fri, Jun 12, 2026 - 11:00 AM to 12:55 PM EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 07/13/2021
Original Recording Date 07/15/2021

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

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Overall:      4.6

Total Reviews: 59

Comments

Jeanne M

"Nice overview of advisory services"
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