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Live Webcast Replay

Crucial Tax Topics 2021-2022 with Art Werner - Converting to a Roth IRA

Total Credits: 2 including 2 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax
Arthur Werner
Course Levels:
2 Hours
Product Setting: Expires 30 day(s) after program date.



Tax rates appear to be on the most certain long-term increase. Tax planning’s main objective is keeping tax rates at their lowest possible level through time. The time is exactly right now to accomplish this. There’s a window today to convert from a traditional IRA to a Roth – and it’s closing very soon.  

In this course, you’ll learn exactly how to prevent increasing tax rates (and other proposed changes) from seriously battering the value of a retirement nest egg. 

A Roth conversion is an intensely personal decision that requires impeccable attention to a client’s specifics. We’ll establish for you the Roth conversion thinking process and all things to consider.

Basic Course Information

Major Subjects
  • The Roth conversion evaluation process
  • Impact of (likely to pass) proposed legislation on IRAs
  • Exploring how the SECURE Act’s 10 year rule decimates most estate plans 
  • Most IRA trusts don’t work anymore – Roths to the rescue
  • Benefits and pitfalls of a Roth conversion
  • Projecting income tax on conversions – The many impacts of the game
  • Extraordinary Roth IRA estate planning/estate tax advantages now and later
  • The beauty of no income tax at retirement (will I run out of money?)
  • How to avoid paying too much tax on a Roth conversion
  • The permanent nature of a Roth conversion (the hard TCJA hand slap)
  • IRA conversion myths to promptly dispose of 
  • Know that you know when to move your checker on the board

Learning Objectives
  • Learn all about Converting to a Roth IRA


Course Materials


Arthur Werner's Profile

Arthur Werner Related Seminars and Products

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 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.


Fri, Apr 26, 2024 - 09:00am to 11:00am CDT
Fri, May 31, 2024 - 09:00am to 11:00am CDT

Additional Info

Basic Course Information



Advanced Preparation


Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Yellow Book


Course Developer

Arthur Werner

Date Added to Catalog


Original Recording Date


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199).

Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video



Overall:      4.8

Total Reviews: 36


John J

"Good presentation."

Paul F

"A lot of great advice in this seminar. Personally, I especially appreciated Art's comments about "tax diversification" among taxable accounts, IRA accounts, and Roth IRA accounts. "

John J

"Good course"

David N - Charlotte, North Carolina

"Teacher was knowledgeable and his presentation skills were very good."



Stanush David Paul S

"Mr. Werner always does good tax presentations and I appreciate he answers the questions that I submit. Thank you for a good course."