Federal Tax Conference (VIRTUAL)

Arthur Werner, President, 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 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.

David Beck, Senior ERISA Consultant, Summit Financial Group, Inc.

David has over 20 years of experience in the retirement plan industry. After 6 years in public accounting, including 4 years of auditing employee benefit Plans, David moved into his current field of compliance services for retirement plans. In addition to extensive expertise in 401(k)‘s, David is also the practice lead for 403(b) Plans and all manner of nonqualified deferred compensation plans (457(b)/(f) and 409A). He is a frequent presenter at the Connecticut Society of CPA’s Annual Employee Benefits Conference and is an active member of the Employe Benefits committee that is responsible for Planning the event.

Robert Lickwar Jr., Partner, UHY Advisors, NE, LLC

Bob has over 30 years of experience as a practicing CPA, andhas worked exclusively with privately held businesses and owners to provide compliance services and sophisticated tax planning strategies including like-kind exchanges, tax-efficient workouts and restructurings, reorganizations and estate planning services. Bob is also a nationally recognized presenter on various tax issues and is a well-known discussion leader providing continuing education seminars to tax professionals. PROFESSIONAL EXPERIENCE: •Extensive experience in dealing with tax authorities at both the federal and state levels •Develops tax-favored and other retirement plans for clients •Assists in developing tax efficient succession transitions, including acquisitions and sales of businesses •Expertise in the taxation of small businesses and their owners, specializing in many areas of domestic taxation, including real estate, multi-state, business and individual taxation BACKGROUND: •Licensed CPA in the state of Connecticut •M.S. in Taxation, University of Hartford •B.S. in Accounting, Central Connecticut State University THOUGHT LEADERSHIP: •Nationally recognized presenter on Federal and State Taxation issues •Quoted in “Everything to Know About the New $3,000 Child Tax Credit”, U.S. News & World Report, March 2021 •Moderated “The CARES Act and Its Impact on Your Business and Benefit Plans”, UHY Webinar, February 2021 •Quoted in “IRS backlog causing problems for taxpayers”, Marketplace, February 2021 •Quoted in “IRS Rule Would Make Managing Trusts, Estates More Efficient”, Bloomberg Tax, May 2020 •Speaker for Berlin Continuing Adult Education small business seminars •Speaker for Farmington Continuing Adult Education small business seminars •Local radio station tax expert guest •Received the Author Award from the Connecticut Society of CPA’s State Tax Committee •Articles featured in the Taxation for Accountants, The Journal of Accountancy, and local newspapers