Recognizing and Correcting Failures in a Client’s Estate Plan
Live Webcast Replay

Recognizing and Correcting Failures in a Client’s Estate Plan


Total Credits: 1 including 1 Taxes - Technical

Average Rating:
  4.5   (0 comments)
Category:
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax |  IRS Approved
Faculty:
Arthur Werner
Course Levels:
Intermediate
Duration:
1 Hr
License:
Access for 30 day(s) after program date.


Description

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Having a thorough knowledge of tax law as well as non tax law is important to the professional in properly advising clients during the estate planning process.  There are many common pitfalls, errors and mistakes clients and professional make during this process. This course is designed to explore these issues and provide the practitioner with practical solutions to common mistakes in the estate planning process. 

 

**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 assist the professional in understanding the most common pitfalls, errors and mistakes made by clients and professionals in the estate planning process
Major Subjects Recognizing Why Clients Fail Distinguish and Understand the Core Objectives of an Estate Plan Implementation of the Core Objectives Understanding the Needs of a Client How to Gather Data Disability Issues Distribution Issues Identifying Failures Proper Selection of Fiduciaries

Course Materials

Faculty

Arthur Werner Related seminars and products: 26

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

Wed, Dec 19, 2018 - 01:00p to 02:00p CST
Fri, Dec 21, 2018 - 11:00a to 12:00p CST
Wed, Jan 09, 2019 - 07:00a to 08:00a CST
Thu, Jan 24, 2019 - 08:00a to 09:00a CST
Thu, Feb 07, 2019 - 09:00a to 10:00a CST
Thu, Feb 21, 2019 - 02:00p to 03:00p CST
Fri, Mar 08, 2019 - 07:00a to 08:00a CST
Fri, Mar 22, 2019 - 08:00a to 09:00a CDT
Mon, Apr 08, 2019 - 10:00a to 11:00a CDT
Tue, Apr 23, 2019 - 08:00a to 09:00a CDT
Wed, May 08, 2019 - 09:00a to 10:00a CDT
Thu, May 23, 2019 - 09:00a to 10:00a CDT
Fri, Jun 21, 2019 - 11:00a to 12:00p CDT
Thu, Jun 27, 2019 - 08:00a to 09:00a CDT

Additional Info

Basic Course Information

Prerequisites Moderate experience in estate planning
Advanced Preparation None
Designed For CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
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.

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