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2021 Federal Income Tax Update - IRAs, Pensions, Estate/Gift, and Education Issues

Total Credits: 4 including 4 Taxes - Technical

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ACPEN Industry Institute |  ACPEN Tax Institute |  Tax |  IRS Approved
Arthur Werner
Course Levels:
4 Hours
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


As in all areas of taxation, there were a multitude of issues and changes in the areas of retirement, estate and gift taxation, and various education issues. Practitioners need to be aware of any potential changes so that they may advise their clients accordingly, especially in the areas of qualified plans and IRAs. This course provides the practitioner to ensure that they will have a successful compliance season. 

**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

Basic Course Information

Learning Objectives
  • At the end of this course, the student will be able to understand all the issues within the above topics so that the tax practitioner will have a successful compliance season.  

Major Subjects
  • Traditional IRAs
  • Roth IRAs
  • Roth conversion strategies and issues
  • Understanding the changes made by the SECURE Act corelate with changes in the tax law
  • Rollovers
  • Qualified Plan Issues
  • Federal Estate and Gift Tax issues in a changing tax environment
  • Various Education Issues

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.


Tue, Nov 30, 2021 - 09:00am to 12:49pm CST
Sat, Dec 04, 2021 - 09:00am to 12:49pm CST
Fri, Dec 10, 2021 - 01:00pm to 04:49pm CST
Tue, Dec 14, 2021 - 01:00pm to 04:49pm CST
Tue, Dec 21, 2021 - 09:00am to 12:49pm CST
Thu, Dec 30, 2021 - 09:00am to 12:49pm CST
Tue, Jan 04, 2022 - 01:00pm to 04:49pm CST
Sat, Jan 08, 2022 - 09:00am to 12:49pm CST
Thu, Jan 20, 2022 - 01:00pm to 04:49pm CST
Mon, Jan 31, 2022 - 09:00am to 12:49pm CST
Thu, Feb 03, 2022 - 09:00am to 12:49pm CST
Sat, Feb 05, 2022 - 01:00pm to 04:49pm CST
Wed, Feb 09, 2022 - 01:00pm to 04:49pm CST
Fri, Feb 18, 2022 - 09:00am to 12:49pm CST

Additional Info

Basic Course Information

Prerequisites Basic tax compliance skills
Advanced Preparation None
Designed For CPAs, EAs, attorneys, and other tax professionals 
Original Recording Date 10/11/2021
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 10/05/2021

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. 

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