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.
Mon, Jun 03, 2024 - 09:00am to 10:55am AKDT
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Sat, Jun 15, 2024 - 06:00am to 07:55am AKDT
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Tue, Jun 18, 2024 - 03:00pm to 04:55pm AKDT
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Fri, Jun 28, 2024 - 06:00am to 07:55am AKDT
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Mon, Jul 01, 2024 - 07:00am to 08:55am AKDT
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Fri, Jul 12, 2024 - 10:30am to 12:25pm AKDT
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Mon, Aug 05, 2024 - 07:00am to 08:55am AKDT
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Fri, Aug 09, 2024 - 10:30am to 12:25pm AKDT
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Sat, Aug 17, 2024 - 05:30am to 07:25am AKDT
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Tue, Sep 03, 2024 - 07:00am to 08:55am AKDT
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Fri, Sep 13, 2024 - 10:30am to 12:25pm AKDT
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Mon, Oct 07, 2024 - 07:00am to 08:55am AKDT
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Fri, Oct 11, 2024 - 10:30am to 12:25pm AKDT
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Sat, Oct 19, 2024 - 05:30am to 07:25am AKDT
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Mon, Nov 04, 2024 - 07:00am to 08:55am AKST
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Fri, Nov 08, 2024 - 10:30am to 12:25pm AKST
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Mon, Dec 02, 2024 - 07:00am to 08:55am AKST
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Fri, Dec 13, 2024 - 10:30am to 12:25pm AKST
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Sat, Dec 21, 2024 - 05:30am to 07:25am AKST
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Mon, Jan 06, 2025 - 07:00am to 08:55am AKST
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Fri, Jan 10, 2025 - 10:30am to 12:25pm AKST
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Mon, Feb 03, 2025 - 07:00am to 08:55am AKST
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Fri, Feb 14, 2025 - 10:30am to 12:25pm AKST
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Sat, Feb 15, 2025 - 05:30am to 07:25am AKST
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Mon, Mar 03, 2025 - 07:00am to 08:55am AKST
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Fri, Mar 14, 2025 - 10:30am to 12:25pm AKDT
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Mon, Apr 07, 2025 - 07:00am to 08:55am AKDT
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Fri, Apr 11, 2025 - 10:30am to 12:25pm AKDT
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Sat, Apr 19, 2025 - 05:30am to 07:25am AKDT
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Mon, May 05, 2025 - 07:00am to 08:55am AKDT
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Fri, May 09, 2025 - 10:30am to 12:25pm AKDT
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Mon, Jun 02, 2025 - 07:00am to 08:55am AKDT
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Fri, Jun 13, 2025 - 10:30am to 12:25pm AKDT
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Sat, Jun 21, 2025 - 05:30am to 07:25am AKDT
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