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. 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.
TitleDateInstructorCredit  
1041 Preparation: Understanding the IssuesDec 23Arthur Werner2Add to Cart2014-12-23
1041 Preparation: Line by Line ExplanationDec 31Arthur Werner3Add to Cart2014-12-31
1041 Preparation: Primer on Subchapter JDec 31Arthur Werner2Add to Cart2014-12-31
1041 Preparation: Understanding the IssuesJan 28Arthur Werner2Add to Cart2015-01-28
1041 Preparation: Line by Line ExplanationJan 29Arthur Werner3Add to Cart2015-01-29
1041 Preparation: Primer on Subchapter JJan 29Arthur Werner2Add to Cart2015-01-29
The Fundamentals of Planning with TrustsFeb 24Arthur Werner2Add to Cart2015-02-24
2015 Estate & Financial Planning UpdateMay 7Arthur Werner2Add to Cart2015-05-07
The Tax Guide to Understanding the Estate Administration ProcessMay 13Arthur Werner2Add to Cart2015-05-13
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
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
Tax Planning for Same Sex Marriage After the Repeal of DOMAArthur 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
1041 Preparation: Primer on Subchapter JArthur Werner2On-demand$49Add to Cart
1041 Preparation: Line by Line ExplanationArthur Werner2On-demand$49Add to Cart
1041 Preparation: Understanding the IssuesArthur 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
TitleDurationFee 
Form 1041 Preparation LIVE Webcast Value Bundle7$197Add to Cart
TitleDurationFee 
Tax Planning for Marriage or Divorce10$196Add to Cart
Estate and Financial Planning Techniques8$156Add to Cart
Tax Planning for Difficult Situations8$156Add to Cart
Form 1041 Preparation Series6$117Add to Cart
Preparing Forms 706 and 709 Value Bundle6$117Add to Cart
1040 Line by Line: Income and Deductions4$69Add to Cart