Total Credits: 2 including 2 Taxes - Technical
Over the next decade, the area of “Advisory Services” has the greatest potential for growth in your practice. Complexities within your clients’ financial, estate, and asset protection plans coupled with the ever-changing Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a variety of necessary issues and techniques.
Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
ABCs of Advisory Services (3.6 MB) | 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, Aug 20, 2022 - 12:00pm to 01:55pm CDT
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Sat, Aug 27, 2022 - 02:00pm to 03:55pm CDT
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Wed, Sep 07, 2022 - 09:00am to 10:55am CDT
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Wed, Sep 14, 2022 - 10:00am to 11:55am CDT
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Thu, Sep 22, 2022 - 12:00pm to 01:55pm CDT
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Thu, Sep 29, 2022 - 02:00pm to 03:55pm CDT
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Sat, Oct 08, 2022 - 09:00am to 10:55am CDT
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Fri, Oct 14, 2022 - 10:00am to 11:55am CDT
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Wed, Oct 19, 2022 - 12:00pm to 01:55pm CDT
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Sat, Oct 29, 2022 - 02:00pm to 03:55pm CDT
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Fri, Nov 04, 2022 - 09:00am to 10:55am CDT
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Fri, Nov 11, 2022 - 10:00am to 11:55am CST
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Tue, Nov 15, 2022 - 12:00pm to 01:55pm CST
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Mon, Nov 21, 2022 - 02:00pm to 03:55pm CST
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Tue, Nov 29, 2022 - 09:00am to 10:55am CST
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Mon, Dec 05, 2022 - 10:00am to 11:55am CST
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Sat, Dec 10, 2022 - 12:00pm to 01:55pm CST
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Wed, Dec 14, 2022 - 02:00pm to 03:55pm CST
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Wed, Dec 21, 2022 - 10:00am to 11:55am CST
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Fri, Dec 30, 2022 - 12:00pm to 01:55pm CST
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