The Tax Professional as a Strategic Advisor
This program examines how tax professionals can move beyond compliance engagements to deliver more proactive, coordinated advisory services. Participants explore the trusted advisor role, client discovery, integrated financial and estate planning, multidisciplinary advisory teams, and the practical boundaries of professional responsibilities.
The course also addresses client value mapping, strategic roadmaps, pricing advisory engagements, technology, confidentiality, risk management, and a practical implementation plan for adding advisory services to a tax practice.
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*Self-Study recording available for IRS CE Credit only (NO CPE)
NASBA Field of Study: TBA
IRS Program #: 7Q3WU-T-TBA
CTEC Course #: 6248-CE-TBA
Arthur Werner
,
JD, MS
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 a former 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 more than 3000 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.
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