Total Credits: 8 including 8 Taxes - Technical
Navigating the complexities of estate and trust administration is a vital skill for professionals, who play an integral role in the administration team. This comprehensive course is designed to equip professionals with a thorough understanding of their responsibilities and the processes involved in estate administration, enhancing their ability to address estate settlement issues effectively. Participants will be provided with a detailed overview of the professional’s role in estate and trust administration, emphasizing practical insights and strategies for managing assets, addressing the legitimacy of debts and creditors, and ensuring the proper distribution of assets.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| IRS CE Credit Request Form (265.7 KB) | Available after Purchase | ||
| The Complete Guide to the Administration of Decendents' Estates and Post-Mortem Elections Handout (5.5 MB) | Available after Purchase | ||
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 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. 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.
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Sat, Jun 08, 2024 - 12:00pm to 07:39pm EDT
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Wed, Jun 19, 2024 - 09:00am to 04:39pm EDT
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Wed, Jun 26, 2024 - 10:00am to 05:39pm EDT
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Mon, Jul 08, 2024 - 11:00am to 06:39pm EDT
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Thu, Jul 25, 2024 - 12:00pm to 07:39pm EDT
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Thu, Aug 08, 2024 - 09:00am to 04:39pm EDT
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Wed, Aug 21, 2024 - 10:00am to 05:39pm EDT
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Sat, Sep 14, 2024 - 11:00am to 06:39pm EDT
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Thu, Sep 26, 2024 - 12:00pm to 07:39pm EDT
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Mon, Oct 14, 2024 - 09:00am to 04:39pm EDT
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Tue, Oct 29, 2024 - 10:00am to 05:39pm EDT
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Mon, Nov 04, 2024 - 11:00am to 06:39pm EST
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Tue, Nov 19, 2024 - 12:00pm to 07:39pm EST
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Mon, Dec 09, 2024 - 09:00am to 04:39pm EST
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Sat, Dec 14, 2024 - 10:00am to 05:39pm EST
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Mon, Dec 23, 2024 - 11:00am to 06:39pm EST
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Sat, Jan 11, 2025 - 12:00pm to 07:39pm EST
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Mon, Jan 27, 2025 - 09:00am to 04:39pm EST
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Wed, Feb 12, 2025 - 10:00am to 05:39pm EST
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Mon, Feb 24, 2025 - 11:00am to 06:39pm EST
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Thu, Mar 06, 2025 - 12:00pm to 07:39pm EST
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Fri, Mar 21, 2025 - 09:00am to 04:39pm EDT
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Sat, Apr 12, 2025 - 10:00am to 05:39pm EDT
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Mon, Apr 21, 2025 - 11:00am to 06:39pm EDT
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Mon, May 12, 2025 - 12:00pm to 07:39pm EDT
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Wed, Jun 04, 2025 - 10:00am to 05:39pm EDT
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Thu, Jun 19, 2025 - 11:00am to 06:39pm EDT
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Fri, Jun 27, 2025 - 12:00pm to 07:39pm EDT
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Fri, May 22, 2026 - 09:00am to 04:39pm EDT
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None
CPAs, EAs, and attorneys
Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Group Internet Based
Online Registration
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