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Live Webcast Replay

How State Lines Impact Estate, Tax, and Financial Planning


Total Credits: 1 including 1 Taxes - Technical

Average Rating:
   4.7
Category:
ACPEN Industry Institute |  ACPEN Tax Institute |  IRS Approved |  Tax
Faculty:
Arthur Werner
Course Levels:
Basic
Duration:
1 Hour
License:
Access for 30 day(s) after program date.

Dates


Description

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. These changes have a significant impact of state specific issues.  This course takes a look at how the new tax act impacts specific state issues.

 

**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 leighanne.conroy@acpen.com.

 

Basic Course Information

Learning Objectives
  • To understand how the Tax Cuts and Jobs Act of 2017 impacts a client’s state related issue

Major Subjects
  • State Transfer Taxes
  • Spousal Rights
  • Intestate Succession
  • Formal Will Requirements
  • Distribution Planning Issues
  • Disability issues
  • Durable Power of Attorney Issues
  • Medical Health Care Directive Issues

Course Materials

Faculty

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

Tue, May 11, 2021 - 11:00am to 11:56am CDT
Wed, May 26, 2021 - 01:00pm to 01:56pm CDT
Tue, Jun 15, 2021 - 09:00am to 09:56am CDT
Mon, Jun 28, 2021 - 11:00am to 11:56am CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, attorneys, and financial planners
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. 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.

Reviews

5
4
3
2
1

Overall:      4.7

Total Reviews: 39

Comments

Jenny K

"Good information! I enjoyed it!"

Polly G

"Would like to attend a state by state on this topic"

Wei X

"Good learning."

Crowley John Michael C - Dickinson, Texas

"I love Art!"

Daniel P

"Nice short program with good points to consider. Well done!"

Mark B

"Excellent!"

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