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Art Werner: Strategies in Charitable Giving: Unveiling Financial and Estate Planning Techniques

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Manage episode 428960288 series 2907093
Content provided by CPA Trendlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPA Trendlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of Werner-Rocca Seminars Ltd., a professional education firm.

Werner’s lecture topics and specialties include business, tax, financial, and estate planning for high-net-worth individuals.
Werner lectures extensively in Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners. He has presented over 3000 eight-hour seminars over the past 25 years, as well as numerous webinars and video presentations. He has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of CPAs, 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.
In addition, he is a former adjunct professor of taxation in the Master of Science in Taxation program at Philadelphia University. Werner received his B.S. in Accounting and M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

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175 episodes

Artwork
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Manage episode 428960288 series 2907093
Content provided by CPA Trendlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPA Trendlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of Werner-Rocca Seminars Ltd., a professional education firm.

Werner’s lecture topics and specialties include business, tax, financial, and estate planning for high-net-worth individuals.
Werner lectures extensively in Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners. He has presented over 3000 eight-hour seminars over the past 25 years, as well as numerous webinars and video presentations. He has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of CPAs, 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.
In addition, he is a former adjunct professor of taxation in the Master of Science in Taxation program at Philadelphia University. Werner received his B.S. in Accounting and M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

  continue reading

175 episodes

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