SPEAKER: Arthur Werner, J.D.,
Anthony Rocca, J.D., Joseph Walloch
DATE: May 4, 2020 - May 7, 2020
TIME: 7:30 A.M. - 1:05 P.M. Israel Standard Time
LOCATION: Hilton Tel Aviv - Tel Aviv, Israel
ACE Seminars is joining forces with Werner-Rocca Seminars to provide the knowledge financial professionals need while experiencing the history and culture of Israel. This is big news! You will not want to miss out on this extraordinary opportunity to network and learn with your colleagues in the beautiful surroundings of Israel. Join us for four great days of tax CPE (24 live credit hours plus an additional 8 bonus hours of self-study videos included) led by three nationally known instructors at the beautiful Hilton Tel Aviv.
Early Bird Special before December 31, 2019, is $1249 for CPE curriculum. Afterwards the fee will be $1400 for CPE curriculum. (Airfare & Hotel sold separately, see below).
Schedule of classes:
- Monday, May 4, 2020
Class 1 – The ABCs of Tax Advisory and Wealth Management Services
Class 2 – Itemized Deductions – Powerful Planning Opportunities
- Tuesday, May 5, 2020
Class 1 – Planning with IRAs and Qualified Plans
Class 2 – Planning with Trusts
- Wednesday, May 6, 2020
Class 1 – The Essentials of Preparing Form 1041
Class 2 – Planning with Pass-Through Entities (IRC §199A)
- Thursday, May 7, 2020
Class 1 – Planning with Fringe Benefits
Class 2 – What’s Hot in the Tax World – A Panel Discussion
Additional Schedule Information: The live portion of this program will consist of eight 3-hour classes; two classes will be presented each day. The first class each day will start at 7:30 AM and will end at 10:10 AM. The second class each day will start at 10:25 AM and will end at 1:05 PM. There will be a 15-minute midway break for each class. There will be a morning Israeli breakfast provided each day starting at 7:00 AM. Refreshments will be served throughout the day.