Arthur Joseph Werner, J.D., M.S. (Taxation)
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 a former 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 more than 3000 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.
Explore a concise yet comprehensive examination of trusts and estate planning with our 4-hour seminar, A Practical Guide to Trusts. Designed for financial professionals navigating complex estate planning terrain, this seminar offers invaluable insights and actionable strategies to optimize tax efficiency and enhance your clients' financial well-being across generations.
Gain expertise in trust implementation and operation, learn essential techniques for probate avoidance, and explore the complexities of tax implications on trusts, focusing on revocable living trusts and their role in estate planning. Discover the significance of marital deductions, bypass trusts, and the benefits of utilizing irrevocable trusts, including irrevocable life insurance trusts and dynasty trusts for multi-generational wealth planning.
Our seminar also provides an overview of estate planning tools such as GRIT, GRAT, GRUT, and QPRT, equipping you with the knowledge to navigate the challenges of estate planning with confidence.
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CPAs, EAs, attorneys, bankers, and financial planners