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Cutting-Edge Estate and Financial Planning Trends
Total Credits: 8 including 8 Taxes - Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Tax | IRS Approved
- Speaker:
- Arthur Werner
- Course Levels:
- Intermediate
- Duration:
- 8 Hours
- Product Type:
- Live Webcast Replay
- License:
- Expires 30 day(s) after program date.
Description
With the new administration proposing significant tax changes, estate and financial planning strategies must adapt to stay ahead. This course equips financial professionals with the latest techniques and insights into evolving tax laws, domicile considerations, and wealth transfer strategies. Participants will explore how potential reductions in estate and gift tax exemptions, new compliance requirements, and advanced IRA distribution planning may impact client strategies.
With a focus on practical application, this course provides actionable strategies for charitable giving, domicile considerations, and estate tax efficiency to help practitioners optimize outcomes while ensuring compliance with new and anticipated tax regulations.
*Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
Basic Course Information
Learning Objectives- Analyze recent and proposed tax law changes affecting estate and financial planning.
- Evaluate estate and gift tax planning strategies based on expected shifts in exemption thresholds.
- Identify common client mistakes in estate and financial planning and develop risk mitigation strategies.
- Assess domicile-related considerations, including tax residency and state estate tax laws.
- Apply effective strategies to optimize charitable giving while maintaining tax efficiency.
- Discuss the appropriate use of split-interest trusts in wealth transfer planning.
- Develop tax-efficient IRA distribution strategies for aging clients.
Major Subjects
- The latest legislative changes in estate and financial planning
- Expected changes in estate and gift tax exemptions and their impact
- Common client errors and risk mitigation strategies
- Domicile planning considerations in financial and tax strategy
- Charitable giving strategies under new tax rules
- Advanced use of split-interest trusts for tax and estate planning
- Best practices for IRA distribution planning with new tax implications
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| IRS Credit Request Form (267 KB) | Available after Purchase | ||
Speaker
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.
Dates
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Mon, Oct 13, 2025 - 09:00am to 05:00pm CDT
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Wed, Oct 29, 2025 - 11:00am to 07:00pm CDT
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Mon, Nov 03, 2025 - 09:00am to 05:00pm CST
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Mon, Nov 24, 2025 - 09:00am to 05:00pm CST
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Mon, Dec 15, 2025 - 09:00am to 05:00pm CST
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Tue, Dec 30, 2025 - 11:00am to 07:00pm CST
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Mon, Jan 05, 2026 - 09:00am to 05:00pm CST
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Mon, Jan 26, 2026 - 09:00am to 05:00pm CST
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Mon, Feb 16, 2026 - 09:00am to 05:00pm CST
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Wed, Feb 25, 2026 - 11:00am to 07:00pm CST
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Mon, Mar 09, 2026 - 09:00am to 05:00pm CDT
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Mon, Mar 30, 2026 - 09:00am to 05:00pm CDT
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Mon, Apr 20, 2026 - 09:00am to 05:00pm CDT
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Wed, Apr 29, 2026 - 11:00am to 07:00pm CDT
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Mon, May 11, 2026 - 09:00am to 05:00pm CDT
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Additional Info
Basic Course Information
Prerequisites A basic understanding of the underlying concepts of estate and financial planningAdvanced Preparation None
Designed For CPAs, EAs, attorneys, finance professionals, financial planners, insurance agents, and bankers
Original Recording Date 10/01/25
Course Developer Werner-Rocca Seminars
Date Added to Catalog 05/01/25
Yellow Book
No
Additional Information
Complaint Resolution PolicyPlease 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.