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Live Webcast Replay

The Corporate Transparency Act – What You Need to Know to Protect Your Client

Total Credits: 2 including 2 Taxes - Technical

Average Rating:
ACPEN Tax Institute |  Tax
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 Corporate Transparency Act requires mandatory disclosure of the beneficial owners of existing and newly formed entities. This legislation imposes new compliance requirements for existing business entities.  Knowledge of this legislation and the new reporting requirements is critical for any person involved in the creation of a new business entity or advising existing business entities. More importantly, advisors must be aware of the new reporting requirements to prevent the imposition of harsh penalties.  This course will provide the attendee with both knowledge of the legislation and knowledge of the exceptions to the legislation. 

Basic Course Information

Learning Objectives
  • To provide participants with a complete understanding of the Corporate Transparency Act and how to use such knowledge to properly advise their clients.

Major Subjects
  • Identify the applicability of the Corporate Transparency Act to an advisor’s clients
  • Understanding which entities are now required to disclose owner information
  • Understand the reporting requirements of the Corporate Transparency Act
  • Understanding what entities are subject to the exceptions to the Corporate Trenchancy Act
  • Understanding the penalties for noncompliance
  • Understanding the final rules and regulations that were recently established

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.


Wed, Dec 13, 2023 - 10:00am to 11:48am EST
Sat, Dec 16, 2023 - 12:00pm to 01:48pm EST
Wed, Dec 20, 2023 - 02:00pm to 03:48pm EST
Wed, Jan 10, 2024 - 10:00am to 11:48am EST
Tue, Jan 23, 2024 - 07:00pm to 08:48pm EST
Mon, Feb 05, 2024 - 02:00pm to 03:48pm EST
Wed, Feb 21, 2024 - 10:00am to 11:48am EST
Fri, Mar 01, 2024 - 12:00pm to 01:48pm EST
Mon, Mar 18, 2024 - 02:00pm to 03:48pm EDT
Mon, Apr 08, 2024 - 10:00am to 11:48am EDT
Wed, Apr 24, 2024 - 12:00pm to 01:48pm EDT
Mon, May 13, 2024 - 02:00pm to 03:48pm EDT
Thu, May 30, 2024 - 06:00pm to 07:48pm EDT
Thu, Jun 06, 2024 - 12:00pm to 01:48pm EDT
Sat, Jun 15, 2024 - 02:00pm to 03:48pm EDT
Thu, Jun 20, 2024 - 06:00pm to 07:48pm EDT
Fri, Jun 28, 2024 - 12:00pm to 01:48pm EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For

CPAs, EAs, Attorneys, Bankers, and other financial advisors

Original Recording Date 05/2023
Course Developer Werner-Rocca Seminars
Date Added to Catalog 3/31/2023
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:      4.7

Total Reviews: 66


Kevin G

"I enjoyed the conversational style of the faculty presenter. Thanks."