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Live Webcast Replay

Domicile Planning for your Client

Total Credits: 1 including 1 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  IRS Approved |  Tax
Arthur Werner
Course Levels:
1 Hour
Access for 30 day(s) after program date.



The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code.  This, in turn, has created a need to make changes in a client’s planning needs.  Clients now need to take a more serious look at where they are domiciled for tax and planning purposes. This course explores the domicile needs of a client.


**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
  • To allow the participant to understand the domicile needs of a client

Major Subjects
  • Reasons for Domicile Planning
  • The Response of the Various States
  • Domicile Defined
  • Significance of Domicile
  • Types of Domicile
  • Domicile Planning Checklist

Course Materials


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.


Thu, May 13, 2021 - 09:00am to 09:58am CDT
Mon, May 24, 2021 - 11:00am to 11:58am CDT
Mon, Jun 14, 2021 - 01:00pm to 01:58pm CDT
Tue, Jun 29, 2021 - 09:00am to 09:58am CDT

Additional Info

Basic Course Information

Prerequisites Basic understanding of estate planning
Advanced Preparation None
Designed For

CPAs, EAs, financial planners, attorneys


Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 02/19/2018

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.



Overall:      4.6

Total Reviews: 144


Cindy Carradine C

" "

Terryl Petrick T


Amy H

"Good, knowledgeable presenter. I would be interested in more webinars in the future by Art Werner. "

Morris D

" "

Mary Beth M

"I truly enjoyed it!"

Thomas Mistler T - Austin, Texas


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