Estate planning, financial planning, and asset protection planning services cannot be performed in a vacuum- each of these elements has a major impact on the others. In this course, the participant will learn the interrelationships between each of these planning areas and the proper sequencing of planning activities among them. Special planning circumstances (for example, single-parent issues) will be discussed within this context. This novel course is one that practitioners cannot afford to miss if they provide planning services to clients.
Initiating a “total plan” (in a nutshell). Managing risk within the total plan. Life insurance-needs analysis and tax concepts. Tax benefits in education planning. Planning for disability. Basic issues in planning for death. Planning for IRA and qualified plan distributions. Estate/financial/asset protection intake issues.
Basic understanding of estate and financial planning fundamentals.
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers.
Recognize the interrelationship of estate planning, financial planning, and asset protection planning techniques affect their clients. Recognize the above understanding as a method of producing a more sophisticated approach to assisting clients in accomplishing their total planning needs.
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.
In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.
Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 1500 eight-hour seminars over the past twenty years. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Non-Member Price $309.00
Member Price $259.00