New Estate Planning for ID, OR & WA

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  • Date/Time
    • Sep 23, 2019
    • Sign In: 7:45am (Mountain Time)
    • Program: 8:00am - 3:45pm (Mountain Time)
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  • Location
    • ISCPA Education Center
      1649 W Shoreline Drive
      Boise, ID 83702
    • Map
  • Credits
    • 8.00
  • Credit Type(s)
    • Taxation (8.00)
  • Prerequisites
    • None

  • Vendor
    • Werner, Rocca & Susman Seminars, Ltd.
  • Level
    • Intermediate
  • Fields of Study
    • Estate / Financial Planning
    • Taxation
  • Message
    • 1/2 hour lunch included

Description

Coming Soon

Advanced Prep

  • Download manual and test usability prior to morning of seminar
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    Leaders

    Art Werner

    werner

    Art is currently a shareholder in the lecture firm of Werner-Rocca Seminars, LTD. His areas of expertise include business, tax, financial, and estate planning for high net worth individuals. In addition, Art is an adjunct professor of taxation in the Master of Science in Taxation program at Philadelphia University. He received his Bachelor of Science in Accounting and his Master of Science in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School of Widener University.

    Art lectures extensively to certified public accountants, enrolled agents, insurance agents, and financial planners in the areas of estate planning, financial planning, and estate and gift taxation. He has presented well in excess of 1,500 seminars over the past fifteen years. Art has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of CPAs, awarded the AICPA Outstanding Discussion Leader Award in 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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