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Live Webcast Replay

Crucial Tax Topics 2021-2022 with Art Werner - The Preparation of Form 1041 – Understanding the Entities and the Law

Total Credits: 2 including 2 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax
Arthur Werner
Course Levels:
2 Hours
Access for 90 day(s) after program date.

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


Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experience in this area. This course, the first of a three- part series, provides the practitioner with a practical understanding of the basic issues of estates and trusts. This knowledge will allow the practitioner to understand the basics of entities and the basics of Subchapter J of the Internal Revenue Code. Understanding these areas will allow the practitioner to start their understanding of tax compliance in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041).

Basic Course Information

Major Subjects
  • Specific issues regarding a decedent’s estate
  • Specific issues regarding a trust
  • Classification of trust entities
  • Understanding various fiduciary issues
  • Understanding the basics of Subchapter J of the Internal Revenue Code

Learning Objectives
  • To provide an overview and guide to understanding the basic issues of estates and trusts and an overview and guide to understanding Subchapter J of the Internal Revenue Code

Course Materials


Arthur Werner's Profile

Arthur Werner Related seminars and products

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.


Fri, Jan 28, 2022 - 08:30am to 10:21am CST
Wed, Feb 02, 2022 - 11:00am to 12:51pm CST
Sat, Feb 12, 2022 - 09:00am to 10:51am CST
Wed, Feb 16, 2022 - 12:00pm to 01:51pm CST
Mon, Feb 28, 2022 - 08:30am to 10:21am CST
Wed, Mar 02, 2022 - 11:00am to 12:51pm CST
Mon, Mar 28, 2022 - 08:30am to 10:21am CDT

Additional Info

Basic Course Information



Advanced Preparation


Designed For

CPAs, EAs, attorneys

Yellow Book


Course Developer

Arthur Werner

Date Added to Catalog


Original Recording Date


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:      4.7

Total Reviews: 3

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