Arthur Joseph Werner

Arthur Joseph Werner, J.D., M.S. (Taxation) is currently a shareholder in the lecture firm of Werner-Rocca Seminars. His areas of expertise include business, tax, financial, and estate planning for high net worth individuals. Art is a former 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.
TitleDateInstructorCredit  
Preparing Forms 706 and 709: Understanding the IssuesJun 16Arthur Werner2Add to Cart2015-06-16
Preparing Forms 706: Line by LineJun 17Arthur Werner2Add to Cart2015-06-17
Preparing Forms 709: Line by LineJun 17Arthur Werner2Add to Cart2015-06-17
Postmortem Estate PlanningOct 29Arthur Werner2Add to Cart2015-10-29
Estate Administration Process - The Tax Practitioner's GuideNov 30Arthur Werner2Add to Cart2015-11-30
The Acronyms of Estate PlanningDec 23Arthur Werner2Add to Cart2015-12-23
TitleAuthorCreditFormatFee 
Making the Best of Bad Tax Situations: Part 1 (Divorce, Death of Taxpayer)Arthur Werner2On-demand$49Add to Cart
Making the Best of Bad Tax Situations: Part 2 (Foreclosures, Debt Relief)Arthur Werner2On-demand$49Add to Cart
Preparing Form 706: Line by LineArthur Werner2On-demand$49Add to Cart
Preparing Forms 706 and 709: Understanding the IssuesArthur Werner2On-demand$49Add to Cart
Postmortem Estate PlanningArthur Werner2On-demand$49Add to Cart
1040 Line by Line: DeductionsArthur Werner2On-demand$49Add to Cart
Making the Best of Bad Tax Situations: Part 4 (AMT, Adoption, College)Arthur Werner2On-demand$49Add to Cart
Making the Best of Bad Tax Situations: Part 3 (Medical Expenses, Casualty Losses)Arthur Werner2On-demand$49Add to Cart
1040 Line by Line: IncomeArthur Werner2On-demand$49Add to Cart
Estate and Financial Planning for the Older ClientArthur Werner2On-demand$49Add to Cart
The Acronyms of Estate PlanningArthur Werner2On-demand$49Add to Cart
Understanding Trusts: Leveling the Playing FieldArthur Werner2On-demand$49Add to Cart
Preparing Forms 709: Line by LineArthur Werner2On-demand$49Add to Cart
2014 Estate & Financial Planning UpdateArthur Werner2On-demand$49Add to Cart
Managing Risk - The Crucial Element in Asset Protection PlanningArthur Werner2On-demand$79Add to Cart
Estate Administration Process - The Tax Practitioner's GuideArthur Werner2On-demand$49Add to Cart
1041 Preparation: Line by Line ExplanationArthur Werner3On-demand$49Add to Cart
1041 Preparation: Primer on Subchapter JArthur Werner2On-demand$49Add to Cart
1041 Preparation: Understanding the IssuesArthur Werner2On-demand$49Add to Cart
Understanding the Tax and Compliance Issues of ObamacareArthur Werner4On-demand$89Add to Cart
The Fundamentals of Planning with TrustsArthur Werner2On-demand$49Add to Cart
TitleDurationFee 
Preparing Forms 706 and 709 Value Bundle6$187Add to Cart
TitleDurationFee 
Form 1041 Preparation7$117Add to Cart
Form 1040: Line by Line and Beyond6$119Add to Cart
Estate and Financial Planning Techniques8$156Add to Cart
Preparing Forms 706 and 709 Value Bundle6$117Add to Cart
Tax Planning for Difficult Situations8$156Add to Cart