Instructor
Arthur Joseph Werner, J.D., M.S. (Taxation)
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 a former 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 more than 3000 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.
Instructor
Bradley P. Burnett practices tax law in Colorado. After law school, he earned a Master of Laws in Taxation (LL.M.) from the University of Denver School of Law Graduate Tax Program. After stints at a national accounting firm and medium sized Denver law firm, he established his own law firm in 1990, He has delivered more than 3,200 presentations on tax law to CPAs, attorneys, EAs and others throughout all fifty U.S. states, Washington, D.C. and seven countries. Bradley served four years as adjunct professor at the University of Denver School of Law Graduate Tax Program, where he pioneered an employment tax course and occasionally pinch-hit in the IRS practice and procedure field. He authors and teaches tax materials extensively for Commerce Clearing House (CCH), has received the Illinois Society of CPAs Instructor Excellence Award and five times has been the most requested, top-rated presenter at annual state CPA tax institutes. His seminar style is briskly paced delivery of practical information with humor.
The Payment Protection Program (PPP), having very recently launched, is an effort to prevent a downward spiral of the US economy due to Covid-19. This course discusses what a PPP loan is and how it compares to other SBA loans. Timing is of the essence as the $349 billion dollars that have been allotted will not last long. You will be informed of how to process the applications as quickly as possible. President Donald Trump made the implication that the amount may be expanded; however, there is no guarantee. This course is provided so that you and your clients may be informed of the latest provisions, enabling you to act expeditiously.
• Payment Protection Program Loans
• Treasury Interim Rules
• Commercial Lending Applications
• Payroll Costs
• Per-Applicant Loan Caps
• Loan Forgiveness
• Employee Retention Credits
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CPAs, EAs, and financial professionals