July 18, 2024

Estate Planning Strategies: Advanced Techniques and Tools

Arthur Werner

Earn Up to 8 CPE Credits

Event Code

24eepbb

Event Type

Seminar

Event Venue

Virtual Event – Live Hero

Presentation Type

Virtual

Time Zone

America/New_York

Provider

Werner Rocca

Event Overview

In today’s complex legal landscape, estate planning demands a solid grasp of laws and regulations. This course equips financial professionals with the tools and techniques to navigate these intricacies confidently. By understanding the evolving estate planning landscape, participants empower themselves to address clients’ needs precisely. From recent changes in tax laws to strategic uses of life insurance, attendees gain insights to enhance their practice.

This course provides practitioners with invaluable knowledge to elevate their estate planning strategies. From charitable deduction strategies to employing closely held stock and split-interest trusts, participants learn practical techniques to optimize client outcomes. With a focus on real-world application, this course simplifies complex concepts and offers actionable insights. Don’t miss this opportunity to explore advanced estate planning and unlock new possibilities for your practice.

Event Sessions

Thursday, July 18, 2024

Day #1

Estate Planning Strategies: Advanced Techniques and Tools

Taxes | 8 Credits

Arthur Werner

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

Session Description Read Less

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).

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