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Recognizing and Correcting Failures in a Client’s Estate Plan

Total Credits: 1 including 1 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  IRS Approved |  Tax
Arthur Werner
Course Levels:
1 Hr
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.



The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Having a thorough knowledge of tax law as well as non tax law is important to the professional in properly advising clients during the estate planning process.  There are many common pitfalls, errors and mistakes clients and professional make during this process. This course is designed to explore these issues and provide the practitioner with practical solutions to common mistakes in the estate planning process. 


**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to

Basic Course Information

Learning Objectives To assist the professional in understanding the most common pitfalls, errors and mistakes made by clients and professionals in the estate planning process
Major Subjects Recognizing Why Clients Fail Distinguish and Understand the Core Objectives of an Estate Plan Implementation of the Core Objectives Understanding the Needs of a Client How to Gather Data Disability Issues Distribution Issues Identifying Failures Proper Selection of Fiduciaries

Course Materials


Arthur Werner Related seminars and products: 27

Werner-Rocca Seminars, Ltd.

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 an 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 well in excess of 2500 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.


Mon, Oct 26, 2020 - 10:00am to 10:56am CDT
Fri, Nov 06, 2020 - 11:00am to 11:56am CST
Tue, Nov 17, 2020 - 12:00pm to 12:56pm CST
Thu, Dec 03, 2020 - 01:00pm to 01:56pm CST
Sat, Dec 19, 2020 - 02:00pm to 02:56pm CST

Additional Info

Basic Course Information

Prerequisites Moderate experience in estate planning
Advanced Preparation None
Designed For CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 02/19/2018

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.



Overall:      4.6

Total Reviews: 148


Maria Celia S

" "

Polly G

"Great outline & information"

Lyn N - Abilene, Texas

" "

Susan N - Madison, Alabama

"I get most of my CPE from ACPEN and especially enjoy Art's courses. His presentation skills are excellent: Clear, to the point, some humor, easy to understand, not too fast and not too slow. Thanks"

Thomas M - Austin, Texas


Colleen B

"The subject matter is very important. Continue to include."

Ivan M - El Paso, Texas

"Enjoy Mr Werner's presentations. "

Louis W - Fulshear, Texas

"Excellent speaker and seminar"

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