July 25, 2024

Estate Planning for Today and Beyond

Arthur Werner

Earn Up to 8 CPE Credits

Event Code

24e0557

Event Type

Seminar

Event Venue

Virtual Event – Live Hero

Presentation Type

Virtual

Time Zone

America/New_York

Provider

Werner Rocca

Event Overview

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.

Event Sessions

Thursday, July 25, 2024

Day #1

Estate Planning for 2024 and Beyond

Taxes | 8 Credits

Arthur Werner

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

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 the year 2024 and beyond. 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.

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.

About Instructor Read Less

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: