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Live Webcast Replay

Estate and Financial Planning

Total Credits: 2.2 including 2.2 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  IRS Approved |  Tax
Arthur Werner
Course Levels:
2.2 Hours
Access for 30 day(s) after program date.

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


Did you know CPAs or EAs may charge premium rates for Estate and Financial Planning, better than rates charged for tax returns?


This course offers the best techniques for incorporating Estate and Financial Planning into your practice. In addition to learning these techniques, you’ll discover the “why” behind the importance of adding these elements to your practice as well as how to broaden its growth.  


Learning how to expand your practice with Consulting and Planning as leading components of your business will provide the “team approach” clients are seeking.


**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

Basic Course Information

Major Subjects
  • Total Planning: Estate, Financial, Asset Protection
  • Changes in Landscape
  • Bridging Services
  • Client Issues: LIIIVES

Learning Objectives
  • List and describe Estate and Financial Planning products to clientele
  • Discuss planning options best suited for clients’ financial needs
  • Interpret effective planning strategies for meeting clients’ long-term retirement goals

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.


Sat, Oct 01, 2022 - 04:00pm to 05:49pm EDT
Mon, Oct 10, 2022 - 10:00am to 11:49am EDT
Wed, Oct 12, 2022 - 02:00pm to 03:49pm EDT
Sat, Oct 15, 2022 - 12:00pm to 01:49pm EDT
Tue, Nov 01, 2022 - 04:00pm to 05:49pm EDT
Mon, Nov 07, 2022 - 10:00am to 11:49am EST
Fri, Nov 11, 2022 - 12:00pm to 01:49pm EST
Thu, Nov 17, 2022 - 02:00pm to 03:49pm EST
Tue, Nov 22, 2022 - 04:00pm to 05:49pm EST
Thu, Dec 01, 2022 - 10:00am to 11:49am EST
Wed, Dec 07, 2022 - 12:00pm to 01:49pm EST
Mon, Dec 12, 2022 - 02:00pm to 03:49pm EST
Fri, Dec 16, 2022 - 04:00pm to 05:49pm EST
Fri, Dec 23, 2022 - 10:00am to 11:49am EST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, and other financial professionals
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 02/12/2020
Original Recording Date 01/30/2020

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: 71


Paul J - Denver, Colorado

"Very pleasant discussion. Great learning."

Donna K

" "

Michael W

"Great course!!!"

Nubia S

"Thank you. Very informative."

Jeffrey Kovach J

"Good information!"

Katherine S

"Great course!"

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