Live Stream: Cutting-Edge Estate and Financial Planning Trends of 2024
280 | Livestream | Intermediate | Scheduled
Description
In the realm of estate and financial planning, seasoned professionals constantly seek to stay abreast of the latest issues and methodologies. This course distills the pinnacle of these issues and techniques into a comprehensive one-day exploration.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 8.00 | Taxes |
| 6.75 | CLE |
Designed For
CPAs, EAs, attorneys, finance professionals, financial planners, insurance agents and bankers
Prerequisites
A basic understanding of the underlying concepts of estate and financial planning
Highlights
- Navigating the intricacies of uncertain estate and gift tax planning
- Unveiling prevalent client errors in estate and financial planning
- Mastering the modern intricacies of domicile-related considerations spanning tax, financial, and estate planning
- Tackling challenges inherent to charitable planning strategies
- Proficiently employing split-interest trusts for optimal outcomes
- Unraveling the complexities of advanced insurance concepts
- Mandate for meticulous IRA distribution planning
- Addressing distinctive planning nuances for the aging clientele
- Anticipating the forthcoming horizon in the field
Objectives
At the end of this course, you will be able to identify and comprehend the most current issues and optimal techniques within the landscape of estate and financial planning.
Prices
- Member (Early Bird)
- $299.00
- Non-Member (Early Bird)
- $399.00
- Member
- $299.00
- Non-Member
- $399.00
Instructors
Arthur J. Werner, JD, MS
Art Werner 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 a former 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 more than 3000 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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