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Prix Fixe: Estate and Tax Planning WEBINAR

Friday, May 5 12:00pm - 1:00pm PDT

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1.0 Credits

Member Price $40.00

Non-Member Price $60.00

Overview

Join Art Werner for an informative discussion on estate and tax planning.

Highlights

Identify the benefits of estate planning. Assist your clients in forming estate plans.

Prerequisites

None.

Designed For

CPAs and tax professionals.

Objectives

Importance of estate planning. Asset protection

Preparation

None.

Notice

 

This event is part of the following bundles:

Leader(s):

Leader Bios

Arthur Werner

4.94 stars out of 5 - speaker rating for 2019

“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees

Art Werner is currently a shareholder in and is the President of the lecture firm Werner - Rocca Seminars, Ltd. Mr. Werner’s areas of expertise 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 located in Philadelphia, Pennsylvania. 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, Enrolled Agents, Insurance Agents, and Financial Planners, and has presented well in excess of 2,000 eight-hour seminars over the past 20 years. Over the past 20 years, Mr. Werner was 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.

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Non-Member Price $60.00

Member Price $40.00