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IRAs and Qualified Retirement Plans

Total Credits: 2 including 2 Taxes - Technical

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

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


This course is essential for the tax practitioner who wants to update their knowledge of IRAs and Qualified Plans for the 2018 tax compliance year. This course focuses on a variety of issues dealing with IRAs and qualified retirement plans. When practitioners understand the advantages and disadvantages of IRAs and qualified retirement plans, as well as the tax implications and designs of these plans, they are better equipped to meet their clients’ needs. Note: This webinar is part of an overall program produced by Werner-Rocca Seminars.  The additional courses in the program are “Federal Income Tax Update – Parts 1 and 2” (8 CPE hours, “The Affordable Care Act – 2018 and Beyond (4 CPE hours), and Understanding IRC Section 199A (4 CPE hours).


Basic Course Information

Learning Objectives
  • To focus on a variety of issues related to IRAs and qualified retirement plans as affected by the Tax Cuts and Jobs Act of 2017

Major Subjects
  • Regular IRAs
  • Roth IRAs
  • SEPs
  • Defined benefit pension plans
  • Defined contribution plans
  • 401(k) plans, including Roth 401(k)s
  • New recharacterization rules under the Tax Cuts and Jobs Act

Course Materials


Arthur Werner Related seminars and products: 26

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.


Tue, Jul 23, 2019 - 08:00a to 10:00a EDT
Mon, Aug 12, 2019 - 11:00a to 01:00p EDT
Sat, Sep 07, 2019 - 10:00a to 12:00p EDT
Wed, Sep 25, 2019 - 08:00a to 10:00a EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, and other tax professionals
Original Recording Date 10/15/2018
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 10/15/2018

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.

Promo Video



Overall:      4.6

Total Reviews: 29

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