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, May 18, 2024 - 07:30am to 09:25am MST-Arizona
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Thu, May 30, 2024 - 01:00pm to 02:55pm MST-Arizona
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Mon, Jun 03, 2024 - 10:00am to 11:55am MST-Arizona
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Sat, Jun 15, 2024 - 07:00am to 08:55am MST-Arizona
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Tue, Jun 18, 2024 - 04:00pm to 05:55pm MST-Arizona
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Fri, Jun 28, 2024 - 07:00am to 08:55am MST-Arizona
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Mon, Jul 01, 2024 - 08:00am to 09:55am MST-Arizona
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Fri, Jul 12, 2024 - 11:30am to 01:25pm MST-Arizona
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Mon, Aug 05, 2024 - 08:00am to 09:55am MST-Arizona
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Fri, Aug 09, 2024 - 11:30am to 01:25pm MST-Arizona
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Sat, Aug 17, 2024 - 06:30am to 08:25am MST-Arizona
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Tue, Sep 03, 2024 - 08:00am to 09:55am MST-Arizona
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Fri, Sep 13, 2024 - 11:30am to 01:25pm MST-Arizona
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Mon, Oct 07, 2024 - 08:00am to 09:55am MST-Arizona
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Fri, Oct 11, 2024 - 11:30am to 01:25pm MST-Arizona
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Sat, Oct 19, 2024 - 06:30am to 08:25am MST-Arizona
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Mon, Nov 04, 2024 - 09:00am to 10:55am MST-Arizona
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Fri, Nov 08, 2024 - 12:30pm to 02:25pm MST-Arizona
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Mon, Dec 02, 2024 - 09:00am to 10:55am MST-Arizona
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Fri, Dec 13, 2024 - 12:30pm to 02:25pm MST-Arizona
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Sat, Dec 21, 2024 - 07:30am to 09:25am MST-Arizona
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Mon, Jan 06, 2025 - 09:00am to 10:55am MST-Arizona
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Fri, Jan 10, 2025 - 12:30pm to 02:25pm MST-Arizona
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Mon, Feb 03, 2025 - 09:00am to 10:55am MST-Arizona
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Fri, Feb 14, 2025 - 12:30pm to 02:25pm MST-Arizona
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Sat, Feb 15, 2025 - 07:30am to 09:25am MST-Arizona
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Mon, Mar 03, 2025 - 09:00am to 10:55am MST-Arizona
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Fri, Mar 14, 2025 - 11:30am to 01:25pm MST-Arizona
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Mon, Apr 07, 2025 - 08:00am to 09:55am MST-Arizona
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Fri, Apr 11, 2025 - 11:30am to 01:25pm MST-Arizona
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Sat, Apr 19, 2025 - 06:30am to 08:25am MST-Arizona
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Mon, May 05, 2025 - 08:00am to 09:55am MST-Arizona
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Fri, May 09, 2025 - 11:30am to 01:25pm MST-Arizona
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Mon, Jun 02, 2025 - 08:00am to 09:55am MST-Arizona
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Fri, Jun 13, 2025 - 11:30am to 01:25pm MST-Arizona
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Sat, Jun 21, 2025 - 06:30am to 08:25am MST-Arizona
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