Estate and Financial Planning



Estate and Financial Planning

Salepage : Estate and Financial Planning

Archive : Estate and Financial Planning

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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 [email protected]

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

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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Estate and Financial Planning

$79.00 $23.00