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Crucial Tax Topics - Terrific Tax Planning Ideas - Qualified Plans, IRAs, and Related Issues

Total Credits: 2 including 2 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax |  IRS Approved
Arthur Werner |  Anthony J. Rocca, J.D.
Course Levels:
2 Hours
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


It appears that there will be a multitude of tax law changes in 2021.  Practitioners need to be aware of any potential changes so that they may advise their clients accordingly, especially in the area of qualified plans and IRAs.  Now is the time to contemplate potential changes as well as develop strategies so that your client can successfully deal with these potential changes in the law. This course provides the practitioner with ideas to help a client “roll with the punches”!

**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

Basic Course Information

Major Subjects
  • Roth conversion strategies – When and how much
  • Understanding the changes made by the SECURE Act corelate with changes in the tax law  
  • Using trusts as a beneficiary of an IRA  
  • Rollover strategies  
  • Federal Estate Tax issues in a changing tax environment  
  • Post-Mortem opportunities  
  • Spousal issues (including QTIP issues)  
  • Proper beneficiary planning ideas

Learning Objectives
  • At the end of this course, the student will be able to both understand potential tax law changes and be able to assist a client in creating successful strategies to deal with such potential changes in the qualified plan and IRA arenas.

Course Materials


Arthur Werner's Profile

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.

Anthony J. Rocca, J.D.'s Profile

Anthony J. Rocca, J.D. Related seminars and products

Anthony is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Anthony is also a lawyer admitted to practice in both the Commonwealth of Pennsylvania and the State of New Jersey. His offices are in Philadelphia, Pennsylvania. His areas of practice include corporate business transactions, estate planning and administration and tax matters. Anthony received his B.A. in Political Science from the Pennsylvania State University. He holds a J.D. from Temple University School of Law.

Anthony lectures extensively in the areas of protection of assets, preservation of wealth, business transactions and other tax matters. He has presented more than 1000 eight-hour seminars to various state accounting societies and other organizations, including stock brokerage houses, financial planners, and insurance agents, in educating their clients in various planning techniques and tax issues. He has also presented numerous webinars and video presentations.


Sat, Dec 03, 2022 - 02:00pm to 04:00pm EST
Thu, Dec 08, 2022 - 04:00pm to 06:00pm EST
Tue, Dec 13, 2022 - 10:00am to 12:00pm EST
Mon, Dec 19, 2022 - 12:00pm to 02:00pm EST
Wed, Dec 28, 2022 - 02:00pm to 04:00pm EST

Additional Info

Basic Course Information


Basic understanding of taxation, financial planning, and estate planning  

Advanced Preparation


Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Yellow Book


Course Developer

Arthur Werner

Date Added to Catalog


Original Recording Date


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (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:

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 if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video



Overall:      4.6

Total Reviews: 56


Tina G

"Good course, good presenters, good slides, thank you! "

Carol Huff C - Bryan, Texas


Paige M

"I enjoyed receiving the tips. Thank you "

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