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LLCs and S Corporations have become the business entity of choice in many planning situations. Likewise, the creativity of financial and estate planners has greatly expanded the application of LLCs and S Corporations. The purpose of this course is to concentrate on the business, estate, financial, and compensation planning areas that affect shareholders and employees of LLCs and S Corporations. The practitioner needs to be familiar with these issues to remain competitive.

Objectives

Compare business, estate, financial and compensation planning areas that affect shareholders and employees of LLCs and S Corporations.

Highlights

  • Overview of the LLC
  • Overview of the S Corporation
  • When to use (and when not to use) the LLC and/or S Corporation
  • Business continuation planning
  • Estate planning considerations
  • Financial planning considerations
  • Compensation planning issues
  • Employee benefit planning issues

Who Will Benefit

CPAs, EAs, attorneys, finance professionals, and financial planners

Credits

Category Amount
Tax 8.00
Printed Materials must be ordered at least ten days prior to the start of the class.
Yikes, the time is near. Please call NMSCPA at (505) 246-1699 to register.

Leaders

  • Arthur J. Werner

    Arthur J. Werner, J.D., M.S. (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.

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