Total Credits: 4 including 4 Taxes - Technical
Congress was EXTREMELY busy. There are over 50 tax-related provisions within SECURE 2.0 which an advisor needs to be able to master. This course will provide the participants with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.
**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 it to kori.herrera@acpen.com.
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| IRS Credit Instructions (136.5 KB) | Available after Purchase | ||
| The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies Handout (1.2 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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Tue, Jul 08, 2025 - 4:00 PM to 7:44 PM EDT
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Wed, Jul 16, 2025 - 12:00 PM to 3:44 PM EDT
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Sat, Aug 16, 2025 - 12:00 PM to 3:44 PM EDT
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Fri, Aug 29, 2025 - 10:00 AM to 1:44 PM EDT
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Tue, Sep 09, 2025 - 4:00 PM to 7:44 PM EDT
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Tue, Sep 16, 2025 - 12:00 PM to 3:44 PM EDT
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Thu, Oct 16, 2025 - 12:00 PM to 3:44 PM EDT
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Fri, Oct 31, 2025 - 10:00 AM to 1:44 PM EDT
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Tue, Nov 11, 2025 - 4:00 PM to 7:44 PM EST
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Tue, Dec 16, 2025 - 12:00 PM to 3:44 PM EST
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Fri, Dec 26, 2025 - 10:00 AM to 1:44 PM EST
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Tue, Jan 13, 2026 - 4:00 PM to 7:44 PM EST
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Fri, Jan 16, 2026 - 12:00 PM to 3:44 PM EST
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Mon, Feb 16, 2026 - 12:00 PM to 3:44 PM EST
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Fri, Feb 27, 2026 - 10:00 AM to 1:44 PM EST
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Tue, Mar 10, 2026 - 4:00 PM to 7:44 PM EDT
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Mon, Mar 16, 2026 - 12:00 PM to 3:44 PM EDT
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Thu, Apr 16, 2026 - 12:00 PM to 3:44 PM EDT
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Fri, Apr 24, 2026 - 10:00 AM to 1:44 PM EDT
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Tue, May 12, 2026 - 4:00 PM to 7:44 PM EDT
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Sat, May 16, 2026 - 12:00 PM to 3:44 PM EDT
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Tue, Jun 16, 2026 - 12:00 PM to 3:44 PM EDT
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Fri, Jun 26, 2026 - 10:00 AM to 1:44 PM EDT
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None
None
CPAs, EAs, attorneys, and other tax professionals
4/1/25
Werner-Rocca Seminars, Ltd.
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
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
