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Werner-Rocca Seminars Ltd

Cutting-Edge CPE for
Today's Accounting
Professionals

Nationally recognized speakers. Thousands of seminars delivered. Continuing professional education that meets the standard your career demands.

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Specialized areas of continuing professional education, designed for CPAs and accounting professionals at every career stage.

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  • Strategies and Tax Tips for Dragging Your Children into Financial Independence
  • Tax Planning Based on Form 1040
  • Helping Clients Through Divorce, Bankruptcy, and Difficult Life Events: Tax Strategies
  • Individual Income Tax Update: 2026 Form 1040 and the Big Beautiful Bill
  • Business Income Tax Update: 2026 Business Returns and the Big Beautiful Bill
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  • Estate Planning for Now and Beyond
  • A Practical Guide to Trusts: Maximizing Financial, Estate, and Asset Protection Strategies
  • Estate Planning Issues for the Non-Traditional Client: Legislative Changes and Maximizing Techniques
  • Estate Planning Strategies: Advanced Techniques and Tools
  • Estate Planning - Business Issues
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  • Financial Planning Concepts and Techniques Beyond the Basics
  • Asset Protection Strategies
  • Understanding the Basic Techniques of Financial Planning
  • Financial Planning Bootcamp
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  • Creative Strategies for Buying, Selling, or Gifting a Business
  • Mastering LLCs and S Corporations for Financial Planning
  • A Comprehensive Guide to Optimizing Retirement Planning: Maximizing Your Clients’ Financial Future
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  • Mastering Strategic Compensation Planning: A Comprehensive Guide for Tax Practitioners
  • Maximizing Fringe Benefits: Strategies for Business and Personal Needs Now and Beyond
  • Employee Benefit and Retirement Planning: Pension and Deferred Compensation Tools
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  • The Complete Guide to the Preparation of Form 1041
  • The Complete Guide to Preparing Forms 706 and 709
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  • Advanced Integrated Planning: Mastering Estate, Financial, and Asset Protection Strategies
  • Estate and Financial Planning for Generations X and Y
  • Estate and Financial Planning for Baby Boomers
  • Estate and Financial Strategies for the Mature Client
  • Strategies in Charitable Giving: Financial and Estate Planning Techniques
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  • The Complete Guide to Connecticut Death Taxation
  • Estate and Gift Tax Compliance: Federal & NY, NJ, and CT
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  • Understanding Workplace Well-being: Addiction Insights for Financial Professionals With Dr. Michael Morgan
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  • Preparing for The Coming Banking Crisis With Francis X. Ryan CPA, CGMA, MBA
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  • Cybersecurity Issues for the Professional
  • Crypto, Blockchain and Taxes
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  • Practical Ethics and Circular 230 Compliance for CPAs
  • Ethical Considerations in Tax Practice: Understanding Circular 230 With Mary Jane Hourani, MM, EA, NTPI Fellow, Tax Accountant
  • Ethics, Tax Practice & The Cannabis Industry
  • Written Information Security Plans With Mary Jane Hourani, MM, EA, NTPI Fellow, Tax Accountant
  • Ethics: Court Orders, Confidentiality, and Compliance With Mary Jane Hourani, MM, EA, NTPI Fellow, Tax Accountant
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  • Ethics: Critical Thinking, Case Studies, and Fraud With Francis X. Ryan CPA, CGMA, MBA
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  • Accounting for Credit Losses: Getting to Know CECL With Jeff Sailor
  • Metrics Which Every CFO, Controller and CPA Advisor Should Know With Jeff Sailor
  • Accounting For Construction Contractors With Jeff Sailor
  • Risk Assessment Of IT Systems With Jeff Sailor
  • How to Develop Your System of Quality Management Using the AICPA Practice Aids With Jeff Sailor
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Professional seminar setting

    Why Werner-Rocca

    Trusted by CPAs Nationwide

    At the forefront of quality, cutting-edge CPE for accounting professionals.

    Professional education setting

    Award-Winning Speakers

    Our presenters hold the highest speaker ratings from PICPA, AICPA, and multiple state CPA societies. Over 4,000 eight-hour seminars delivered collectively.

    Extensive Course Library

    Categories covering taxes, estate planning, financial planning, business, compliance, and more. Courses for every career stage.

    Online and In-Person

    Complete your CPE hours from home with online courses, or join us at seminars held across the country throughout the year.

    Custom Course Development

    We work with organizations to develop tailored CPE programs that meet your specific professional development needs.

    See more about the firm → Meet the Team →
    Popular Courses

    Featured Seminars

    Some of our most requested courses for CPAs and accounting professionals.

    Taxes

    Federal Tax Update: Key Individual and Business Highlights in One Day

    Stay current with critical tax law changes affecting individuals and businesses in this comprehensive update designed for busy tax professionals. This course delivers the latest information on IRS...

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    Estate Planning

    Estate Planning for Now and Beyond

    Estate planning continues to evolve as new laws, client needs, and societal shifts emerge. This comprehensive course highlights key developments shaping the future of estate planning, including...

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    Financial Planning

    Financial Planning Concepts and Techniques Beyond the Basics

    Financial planning extends beyond the basics, covering a wide range of areas that go beyond the traditional expertise of CPAs. This comprehensive course provides practitioners with an in-depth...

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    Business

    Creative Strategies for Buying, Selling, or Gifting a Business

    Buying, selling, or gifting a business requires thoughtful tax and estate planning to ensure a smooth and tax efficient transaction. This course provides a practical overview of the key tax...

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    Ready to Advance Your Career?

    Get in touch with our CPE team to learn more about our courses, schedule a seminar for your organization, or register for an upcoming session.

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