Total Credits: 2 including 2 Taxes - Technical
In today’s real estate market, IRC §1031 tax-deferred exchanges can be one of the most important planning tools available to the real estate investor. The use of this technique is filled with pitfalls and traps. This new course will assist the practitioner in understanding the mechanics of a tax-deferred exchange and the value of a tax-deferred exchange in both tax and financial planning.
Updated August 2022
Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase |
The Nuts and Bolts of IRC Section 1031 Exchanges (1.4 MB) | Available after Purchase |
Q&A (13.1 KB) | Available after Purchase |
IRS Credit Instructions (136.5 KB) | Available after Purchase |
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.
With over 43 years of accounting experience, Jordon N. Rosen, CPA, MST, AEP® (Distinguished) is a former Director and shareholder at the Wilmington, Delaware CPA firm of Belfint, Lyons & Shuman, where he headed the firm’s estate and trust practice and provided estate, trust and income tax consulting and compliance services to the firm’s higher net worth clients and business owners. He also served as Director of Tax Practice Quality Control for the firm, providing oversight of the firm’s adherence to its risk management policies.
Mr. Rosen is a past President of the National Association of Estate Planners and Councils (NAEPC), which in 2020 inducted him into the Estate Planning Hall of Fame. He has also served as president of the Delaware Estate Planning Council and the Chester County, PA Estate Planning Council. Mr. Rosen is also the past Chair of the Tax Committee of the Delaware State Chamber of Commerce, is a past member of the AICPA Trust, Estate and Gift Technical Resource Panel and Tax Reform Resource Task Force, as well as a member of the editorial board of Thomson Reuters Focus publication and has served as chairperson of the Nemours Planned Giving Committee.
Jordon is a licensed CPA in Delaware and Pennsylvania and is a member of the Pennsylvania Institute of CPAs, Delaware Society of CPAs and the AICPA Tax Section. He also holds the designation of Accredited Estate Planner and has been recognized as a 5-Star Wealth Manager by Philadelphia Magazine and Delaware Today.
Mr. Rosen is a frequently sought out speaker both locally and nationally on income, estate and trust tax planning and related issues and has published more than 100 articles. He has been a frequent television and radio guest and a past host of Money Talk on 1450-WILM. He received his undergraduate degree in Accounting from Temple University and his Masters degree in Taxation from Widener University.
Wed, Sep 11, 2024 - 10:00am to 11:54am EDT
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Tue, Sep 24, 2024 - 02:30pm to 04:24pm EDT
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Wed, Oct 09, 2024 - 10:00am to 11:54am EDT
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Tue, Oct 22, 2024 - 02:30pm to 04:24pm EDT
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Sat, Oct 26, 2024 - 11:00am to 12:54pm EDT
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Wed, Nov 13, 2024 - 10:00am to 11:54am EST
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Tue, Nov 26, 2024 - 02:30pm to 04:24pm EST
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Wed, Dec 11, 2024 - 10:00am to 11:54am EST
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Tue, Dec 24, 2024 - 02:30pm to 04:24pm EST
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Sat, Dec 28, 2024 - 11:00am to 12:54pm EST
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Wed, Jan 08, 2025 - 10:00am to 11:54am EST
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Tue, Jan 28, 2025 - 02:30pm to 04:24pm EST
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Wed, Feb 12, 2025 - 10:00am to 11:54am EST
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Sat, Feb 22, 2025 - 11:00am to 12:54pm EST
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Tue, Feb 25, 2025 - 02:30pm to 04:24pm EST
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Wed, Mar 12, 2025 - 10:00am to 11:54am EDT
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Tue, Mar 25, 2025 - 02:30pm to 04:24pm EDT
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Wed, Apr 09, 2025 - 10:00am to 11:54am EDT
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Tue, Apr 22, 2025 - 02:30pm to 04:24pm EDT
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Sat, Apr 26, 2025 - 11:00am to 12:54pm EDT
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Wed, May 14, 2025 - 10:00am to 11:54am EDT
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Tue, May 27, 2025 - 02:30pm to 04:24pm EDT
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Wed, Jun 11, 2025 - 10:00am to 11:54am EDT
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Tue, Jun 24, 2025 - 02:30pm to 04:24pm EDT
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Sat, Jun 28, 2025 - 11:00am to 12:54pm EDT
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