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Strategies in Charitable Giving: Unveiling Financial and Estate Planning Techniques

Navigating the intricate landscape of charitable giving within the context of financial and estate planning can be challenging. This course aims to...

Event Overview

Navigating the intricate landscape of charitable giving within the context of financial and estate planning can be challenging. This course aims to provide participants with a thorough comprehension and familiarity with charitable giving concepts. By exploring advanced planning strategies, the course is designed to elevate participants’ expertise in the field of charitable planning.

Event Sessions

Tuesday, July 16, 2024
Day #1
Strategies in Charitable Giving: Unveiling Financial and 30 Estate Planning Techniques
Taxes | 8 Credits
Arthur Werner
09:00 AM to 05:00 PM America/New_York

Navigating the intricate landscape of charitable giving within the context of financial and estate planning can be challenging. This course aims to provide participants with a thorough comprehension and familiarity with charitable giving concepts. By exploring advanced planning strategies, the course is designed to elevate participants’ expertise in the field of charitable planning.

Session Description Read Less

Event Instructors

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:

  • Virtual live instructor lead presentation
  • Q&A with the live instructor
  • Course materials (PDF & Sample Materials)
  • One year access to course materials
  • Completion certificate

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