Total Credits: 8 including 8 Taxes - Technical
Navigating the complexities of business transactions requires a deep understanding of tax and estate planning strategies. In this comprehensive course tailored for financial professionals, participants will explore the intricacies of creative approaches to buying, selling, or gifting a business. Through real-world scenarios and practical insights, attendees will gain invaluable expertise in identifying tax risks, minimizing liabilities, and safeguarding assets. From evaluating valuation methods to exploring the details of stock versus asset purchases, this course equips you with the essential tools to provide informed counsel to clients.
Discover the potential for strategic success as you master topics including estate transfer and tax implications, gifting strategies, and the utilization of various trusts and partnerships. Whether you're a CPA, EA, attorney, or financial planner, this course offers indispensable knowledge to elevate your practice. With a recommended 8 credit hours of Continuing Professional Education (CPE), this intermediate-level course is designed for professionals with a foundational understanding of business tax and estate planning. Join us and immerse yourself in a journey towards mastery in the vibrant landscape of business transactions.
**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.
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
Creative Strategies for Buying, Selling, or Gifting a Business Handout (5.6 MB) | Available after Purchase |
IRS CE Credit Request Form (265.6 KB) | 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.
Sat, Oct 19, 2024 - 11:00am to 06:37pm CDT
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Thu, Nov 07, 2024 - 08:00am to 03:37pm CST
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Wed, Nov 20, 2024 - 09:00am to 04:37pm CST
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Sat, Dec 07, 2024 - 10:00am to 05:37pm CST
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Fri, Dec 13, 2024 - 11:00am to 06:37pm CST
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Mon, Dec 23, 2024 - 08:00am to 03:37pm CST
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Fri, Jan 03, 2025 - 09:00am to 04:37pm CST
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Fri, Jan 24, 2025 - 10:00am to 05:37pm CST
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Thu, Feb 13, 2025 - 11:00am to 06:37pm CST
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Wed, Feb 26, 2025 - 08:00am to 03:37pm CST
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Fri, Mar 14, 2025 - 09:00am to 04:37pm CDT
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Thu, Mar 27, 2025 - 10:00am to 05:37pm CDT
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Sat, Apr 19, 2025 - 11:00am to 06:37pm CDT
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Mon, Apr 28, 2025 - 08:00am to 03:37pm CDT
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Wed, May 14, 2025 - 09:00am to 04:37pm CDT
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Tue, Jun 03, 2025 - 11:00am to 06:37pm CDT
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Wed, Jun 18, 2025 - 08:00am to 03:37pm CDT
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Wed, Jun 25, 2025 - 09:00am to 04:37pm CDT
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Sat, May 23, 2026 - 10:00am to 05:37pm CDT
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Basic understanding of business tax and estate planning strategies
CPAs, EAs, attorneys, finance professionals, financial planners, insurance agents, and bankers
Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
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
Group Internet Based
Online Registration
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.
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