Revising and Expanding Charitable Planning Techniques
Live Webcast Replay

Revising and Expanding Charitable Planning Techniques


Total Credits: 2 including 2 Taxes - Technical

Average Rating:
  4.7   (0 comments)
Category:
ACPEN Industry Institute |  Tax |  ACPEN Tax Institute |  IRS Approved
Faculty:
Arthur Werner
Course Levels:
Update
Duration:
2 Hrs
License:
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.

Description

Charitable giving in financial and estate planning can be complex in nature. This course provides participants with an understanding of, and familiarity with, charitable giving concepts. In addition, the course looks at a number of advanced planning strategies in the area of charitable planning.

 

**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 leighanne.conroy@acpen.com.

Basic Course Information

Learning Objectives
  • To provide practitioners with an understanding and familiarity with charitable giving concepts

Major Subjects
  • Charitable giving using life insurance
  • Charitable remainder trusts (CRATS and CRUTS)
  • Charitable lead trusts
  • Present value analysis
  • Proper use of life insurance trusts

Course Materials

Faculty

Arthur Werner Related seminars and products: 23

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.


Dates

Mon, Oct 29, 2018 - 10:00a to 12:00p CDT
Fri, Nov 09, 2018 - 08:00a to 10:00a CST
Wed, Nov 21, 2018 - 10:00a to 12:00p CST
Tue, Dec 04, 2018 - 11:00a to 01:00p CST
Thu, Dec 20, 2018 - 09:00a to 11:00a CST
Sat, Dec 29, 2018 - 09:00a to 11:00a CST

Additional Info

Basic Course Information

Prerequisites Basic understanding of estate planning
Advanced Preparation None
Designed For CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 02/19/2018

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.

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Total Reviews: 6

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