Understanding the Entities: Planning and Compliance

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In this course, the first in the series, practitioners will learn about Trust and Estate Planning. The purpose of this lecture is twofold: 1) to expand a practitioner’s knowledge-base, promoting growth of business and 2) to educate practitioners on how to provide comprehensive financial advice and planning strategies.

**Please Note:  If you need credit reported to the IRS for this IRS approved program (2 hours only), please download the IRS CE request form on the Course Materials Tab and submit to [email protected].

Basic Course Information

Major Subjects

• Client Planning
  • Estate
  • Financial
  • Asset Protection
• Fiduciary Income Tax Compliance
• Probate
• Key Players in a Trust

Learning Objectives

• List and define key terms as they pertain to financial planning
• Differentiate Federal and State definitions related to estate planning
• Interpret Trust implications with regards to financial protection
• Explain the most beneficial courses of action for clients, aiding them in navigating their Trust and Estate Planning

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.

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