Compensation planning is a critical issue in the operation of any business, especially to the executive and/or business owner. How a compensation plan is designed and arranged makes a considerable difference in tax implications and ultimate cost effectiveness. This course covers the tax and business ramifications of various compensation arrangements.


Recognize a comprehensive guide to tax and business compensation arrangements for the practitioner.


  • A total understanding of new legislation
  • A total understanding of the Supreme Court rulings regarding same-sex marriage
  • Estate Tax issues and planning techniques
  • Gift Tax issues and planning techniques
  • Generation-Skipping issues and planning techniques
  • Other tax and non-tax issues and planning techniques
  • Step-up in basis issues

Who Will Benefit

CPAs, finance professionals, financial planners


Category Amount
Tax 8.00
Printed Materials must be ordered at least ten days prior to the start of the class.


  • 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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