ERC: The Fallout! How to Protect Your Clients and Yourself

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.

Mary Jane has been practicing since 1993, working for a couple larger Tax, Accounting, & Audit Firms in before transitioning to her own practice in 2005.

Mary Jane has a Master of Management from Walsh College of Accountancy and Business Administration as well as a Bachelor of Science from Eastern Michigan University in Public Administration with a focus in Organizational Development and Governmental Accounting.

She is credentialed as an Internal Revenue Service Enrolled Agent, allowing her to practice before the IRS. With this credential, she has direct oversite by the IRS Office of Professional Responsibility. She is also a National Association of Enrolled Agents NTPI Fellow.

Mary Jane has been an Instructor of Tax for Michigan State University Tax School since 2008 as well as a speaker for several trade organizations since 2005.

Mary Jane has been a Contributing Editor and Contributing Author of the National Tax Workbook for the Land Grand University Tax Education Foundation since 2009. She writes and compiles tax course packs used by Michigan State University Tax School and other trade organizations. She is a former H&R Block Instructor/Trainer.

Mary Jane is a member of the National Association of Enrolled Agents, Michigan Association of Certified Public Accountants, National Association of Tax Professionals, American Institute of Professional Bookkeepers, and is a QuickBooks ProAdvisor.