The ABCs of Advisory Services
Total Credits: 2 including 2 Taxes - Technical
- Average Rating:
- 48
- Categories:
- ACPEN Tax Institute | Tax
- Faculty:
- Arthur Werner | Shelli Huston, CPA, MS
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
Over the next decade, the area of “Advisory Services” has the greatest potential for growth in your practice. Complexities within your clients’ financial, estate, and asset protection plans coupled with the ever-changing Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a variety of necessary issues and techniques.
Basic Course Information
Major Subjects- Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning)
- Changes in the landscape of a tax practitioner’s practice
- The bridging of services
- Getting started – Where do your clients fail?
- Understanding the primary planning issues for all clients
- Estate and Gift issues
- Traps, pitfalls, and tips in planning
- Practical steps in establishing a tax advisory and wealth management services practice
- Domicile issues
Learning Objectives
- To provide an understanding of issues and techniques in all areas of planning that will allow the practitioner to expand their tax advisory and wealth management services practice.
Course Materials
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| ABCs of Advisory Services (3.6 MB) | Available after Purchase | ||
Faculty
Arthur Werner Related Seminars and Products
Werner-Rocca Seminars, Ltd.
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.
Shelli Huston, CPA, MS Related Seminars and Products
Dates
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Fri, Mar 14, 2025 - 02:30pm to 04:25pm EDT
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Mon, Apr 07, 2025 - 11:00am to 12:55pm EDT
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Fri, Apr 11, 2025 - 02:30pm to 04:25pm EDT
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Sat, Apr 19, 2025 - 09:30am to 11:25am EDT
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Mon, May 05, 2025 - 11:00am to 12:55pm EDT
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Fri, May 09, 2025 - 02:30pm to 04:25pm EDT
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Mon, Jun 02, 2025 - 11:00am to 12:55pm EDT
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Fri, Jun 13, 2025 - 12:00pm to 01:55pm EDT
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Fri, Jun 13, 2025 - 02:30pm to 04:25pm EDT
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Sat, Jun 21, 2025 - 09:30am to 11:25am EDT
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Fri, Jul 11, 2025 - 09:30am to 11:25am EDT
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Fri, Jul 18, 2025 - 12:00pm to 01:55pm EDT
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Tue, Aug 12, 2025 - 11:00am to 12:55pm EDT
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Thu, Sep 11, 2025 - 09:30am to 11:25am EDT
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Thu, Sep 18, 2025 - 12:00pm to 01:55pm EDT
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Sat, Oct 11, 2025 - 11:00am to 12:55pm EDT
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Tue, Nov 11, 2025 - 09:30am to 11:25am EST
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Tue, Nov 18, 2025 - 12:00pm to 01:55pm EST
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Fri, Dec 12, 2025 - 11:00am to 12:55pm EST
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Sat, Jan 10, 2026 - 09:30am to 11:25am EST
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Sat, Jan 17, 2026 - 12:00pm to 01:55pm EST
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Thu, Feb 12, 2026 - 11:00am to 12:55pm EST
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Wed, Mar 11, 2026 - 09:30am to 11:25am EDT
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Wed, Mar 18, 2026 - 12:00pm to 01:55pm EDT
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Wed, Apr 15, 2026 - 11:00am to 12:55pm EDT
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Mon, May 11, 2026 - 09:30am to 11:25am EDT
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Mon, May 18, 2026 - 12:00pm to 01:55pm EDT
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Fri, Jun 12, 2026 - 11:00am to 12:55pm EDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 07/13/2021
Original Recording Date 07/15/2021
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement 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
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy 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.
Promo Video
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