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Live Webcast Replay

Tax Reform: A Practical Review of All Planning Issues


Total Credits: 8 including 8 Taxes - Technical

Average Rating:
   54
Categories:
ACPEN Industry Institute |  ACPEN Tax Institute |  IRS Approved |  Tax
Speaker:
Arthur Werner
Course Levels:
Intermediate
Duration:
8 Hrs
Product Type:
Live Webcast Replay
License:

Dates


Description

The legislation has passed; Congress has drastically changed the Internal Revenue Code by enacting the Tax Cuts and Jobs Act of 2017. Due to the Act, tax planning, financial planning, and estate planning techniques and strategies will need to be changed. In this course, the participant will learn how the legislative changes will affect these planning areas. Special planning circumstances (for example, single parent issues) will be discussed within this context. This novel course is one that practitioners cannot afford to miss if they provide planning services to clients.


Basic Course Information

Major Subjects Examination of a client’s current plan Understanding the problems facing a client due to the changing legislation Understanding how to find new pathways for a client’s tax, financial, and estate plan Specific techniques based on the Act
Learning Objectives Tax Reform

Course Materials

Speaker

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.


Additional Info

Basic Course Information

Prerequisites Basic understanding of estate and financial planning fundamentals
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 05/29/2018
Original Recording Date 06/06/2018

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.

Reviews

5
4
3
2
1

Overall:      4.4

Total Reviews: 54

Comments

Jacob K - Fairbanks, Alaska

"Overall excelent course"

Thomas C - morgan city, Louisiana

"Great review of changes/planning "

Zachary P

" "

Earl R

"Very well presented"

Maria P - Sea Girt, New Jersey

"Art is a great moderator. I enjoy his courses."

David N - Charlotte, North Carolina

"Great course. Easy to follow. Great speaker."