Estate Planning Strategies: Advanced Techniques and Tools
Total Credits: 8 including 8 Taxes - Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Tax | IRS Approved
- Speaker:
- Arthur Werner
- Course Levels:
- Intermediate
- Duration:
- 8 Hours
Description
As the new administration proposes changes to tax policies, estate planning strategies must adapt to evolving laws and regulations. This course equips financial professionals with advanced tools and techniques to address complex estate planning issues, including the latest legislative and regulatory updates. Participants will gain insights into tax-efficient wealth transfer strategies, charitable giving techniques, and the impact of recent tax law changes on estate and gift taxation.
With a focus on real-world application, this course provides practical strategies for leveraging closely held stock, split-interest trusts, and life insurance in estate planning. Attendees will explore how to maximize tax benefits while ensuring compliance with changing regulations, ultimately helping clients achieve their financial and legacy goals.
*Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com
Basic Course Information
Learning Objectives- Analyze recent changes in the Internal Revenue Code relevant to estate planning.
- Evaluate strategies for tax-efficient wealth transfers and asset protection.
- Determine the requirements and benefits of charitable deduction strategies.
- Assess the tax implications of charitable contributions in estate planning.
- Develop tax-saving strategies using closely held stock and split-interest trusts.
- Explain the generation-skipping transfer tax and its planning applications.
- Identify opportunities to incorporate life insurance into estate plans to optimize tax outcomes where life insurance can be strategically employed in estate planning and discuss its advantages.
Major Subjects
- Legislative and regulatory changes in estate and gift taxation
- Wealth transfer strategies under the new administration
- Charitable deduction planning and compliance requirements
- Advanced estate planning tools, including split-interest trusts
- Using closely held stock for charitable contributions
- Generation-skipping transfer tax planning
- Strategic use of life insurance in estate planning
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| IRS Credit Request Form (267 KB) | Available after Purchase | ||
Speaker
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.
Dates
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Tue, Oct 14, 2025 - 09:00am to 05:00pm CDT
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Tue, Nov 04, 2025 - 09:00am to 05:00pm CST
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Wed, Nov 05, 2025 - 11:00am to 07:00pm CST
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Tue, Nov 25, 2025 - 09:00am to 05:00pm CST
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Tue, Dec 16, 2025 - 09:00am to 05:00pm CST
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Tue, Jan 06, 2026 - 09:00am to 05:00pm CST
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Wed, Jan 07, 2026 - 11:00am to 07:00pm CST
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Tue, Jan 27, 2026 - 09:00am to 05:00pm CST
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Tue, Feb 17, 2026 - 09:00am to 05:00pm CST
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Wed, Mar 04, 2026 - 11:00am to 07:00pm CST
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Tue, Mar 10, 2026 - 09:00am to 05:00pm CDT
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Tue, Mar 31, 2026 - 09:00am to 05:00pm CDT
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Tue, Apr 21, 2026 - 09:00am to 05:00pm CDT
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Wed, May 06, 2026 - 11:00am to 07:00pm CDT
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Tue, May 12, 2026 - 09:00am to 05:00pm CDT
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Additional Info
Basic Course Information
Prerequisites Moderate experience in estate planningAdvanced Preparation None
Designed For CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents
Original Recording Date 10/01/25
Course Developer Werner-Rocca Seminars
Date Added to Catalog 05/01/25
Yellow Book
No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (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: www.nasbaregistry.org
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 help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.