August 14, 2024

Estate Planning Issues for the Non-Traditional Client: Navigating Legislative Changes and Maximizing Techniques

Arthur Werner

Earn Up to 8 CPE Credits

Event Code

24eepud

Event Type

Seminar

Event Venue

Virtual Event – Live Hero

Presentation Type

Virtual

Time Zone

America/New_York

Provider

Werner Rocca

Event Overview

In a landscape of evolving legislation, anticipated changes, and recent legal developments, estate planning practitioners face unique challenges when advising non-traditional clients on their estate planning needs. This comprehensive course delves into the complex issues and techniques surrounding estate planning, equipping professionals with the knowledge and strategies to navigate uncertain or changing legislative frameworks. Participants will gain a deep understanding of the impact of new legislation, recent case law developments, and Internal Revenue Service rulings, enabling them to effectively guide their non-traditional clients through the intricacies of estate planning.

Event Sessions

Wednesday, August 14, 2024

Day #1

Estate Planning Issues for the Non-Traditional Client: Navigating Legislative Changes and Maximizing Techniques

Taxes | 8 Credits

Arthur Werner

09:00 AM to 05:00 PM America/New_York

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Event Instructors

Explore Arthur

Arthur Werner

Philadelphia, PA

Partner, Werner -Rocca Seminars

Arthur Joseph Werner, JD, MS in Taxation, serves as president and shareholder of Werner-Rocca Seminars, Ltd., specializing in lectures on business, tax, and estate planning for affluent individuals. A past adjunct professor at Philadelphia University’s Master of Science in Taxation program, Werner brings a solid educational background with a B.S. in Accounting and an M.S. in Taxation from Widener University, complemented by a J.D. from Delaware Law School. A seasoned speaker, he has delivered over 3000 eight-hour seminars and numerous webinars, focusing on Estate Planning, Financial Planning, and Estate and Gift Taxation for CPAs and Financial Planners. His expertise is recognized with top speaker ratings in Pennsylvania and prestigious awards for discussion leadership from CPA institutes in Nevada, Florida, and South Carolina.

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All of our seminars and conferences are NASBA approved according to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes: