Estate Planning for Today and Beyond
Total Credits: 8 including 8 Taxes - Technical
- Average Rating:
- 37
- Categories:
- ACPEN Industry Institute | Tax | IRS Approved
- Faculty:
- Arthur Werner
- Course Levels:
- Intermediate
- Duration:
- 8 Hours
- License:
- Expires 30 day(s) after program date.
Description
Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on current issues. Participants will explore cutting-edge techniques, emerging legal considerations, and industry developments to ensure they are equipped with the knowledge and skills to create effective estate plans that withstand the test of time and safeguard their clients' legacies.
*Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com
Basic Course Information
Learning Objectives- Recall key trends influencing estate planning
- Recognize the impact of recent legislative changes on estate planning
- List advanced strategies for tax minimization and wealth preservation
- Identify and discuss complex family dynamics within estate planning
- Describe the process of designing estate plans tailored to meet evolving client objectives and aligning with legal frameworks
Major Subjects
- Analysis of upcoming trends and anticipated shifts in estate planning practices
- Review of legislative updates affecting estate planning strategies
- Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency
- Integration of digital assets and technology into estate planning frameworks
- Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional
relationships
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| Estate Planning for Today and Beyond Handout (2.7 MB) | Available after Purchase | ||
| IRS Credit Request Form (267 KB) | Available after Purchase | ||
Faculty
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.
Dates
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Fri, May 09, 2025 - 08:00am to 03:42pm MDT
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Tue, Jun 10, 2025 - 10:00am to 05:42pm MDT
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Sat, Jun 21, 2025 - 07:00am to 02:42pm MDT
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Mon, Jun 30, 2025 - 08:00am to 03:42pm MDT
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Tue, Jul 01, 2025 - 09:00am to 04:42pm MDT
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Tue, Jul 22, 2025 - 10:00am to 05:42pm MDT
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Mon, Aug 04, 2025 - 09:00am to 04:42pm MDT
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Fri, Aug 22, 2025 - 10:00am to 05:42pm MDT
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Thu, Sep 04, 2025 - 09:00am to 04:42pm MDT
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Mon, Sep 22, 2025 - 10:00am to 05:42pm MDT
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Sat, Oct 04, 2025 - 09:00am to 04:42pm MDT
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Wed, Oct 22, 2025 - 10:00am to 05:42pm MDT
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Tue, Nov 04, 2025 - 09:00am to 04:42pm MST
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Sat, Nov 22, 2025 - 10:00am to 05:42pm MST
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Thu, Dec 04, 2025 - 09:00am to 04:42pm MST
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Mon, Dec 22, 2025 - 10:00am to 05:42pm MST
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Mon, Jan 05, 2026 - 09:00am to 04:42pm MST
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Thu, Jan 22, 2026 - 10:00am to 05:42pm MST
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Wed, Feb 04, 2026 - 09:00am to 04:42pm MST
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Tue, Feb 10, 2026 - 10:00am to 05:42pm MST
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Wed, Mar 04, 2026 - 09:00am to 04:42pm MST
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Sat, Mar 14, 2026 - 10:00am to 05:42pm MDT
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Sat, Apr 04, 2026 - 09:00am to 04:42pm MDT
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Wed, Apr 22, 2026 - 10:00am to 05:42pm MDT
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Mon, May 04, 2026 - 09:00am to 04:42pm MDT
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Thu, May 21, 2026 - 09:00am to 04:42pm MDT
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Fri, May 22, 2026 - 10:00am to 05:42pm MDT
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Thu, Jun 04, 2026 - 09:00am to 04:42pm MDT
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Mon, Jun 22, 2026 - 10:00am to 05:42pm MDT
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Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation None
Designed For
CPAs, EAs, and attorneys
Original Recording Date 5/2024
Course Developer Werner-Rocca Seminars
Date Added to Catalog 02/22/2024
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (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: www.nasbaregistry.org
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 help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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