About | Werner-Rocca Seminars Ltd

About Us

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Why Choose Werner-Rocca Seminars for CPE?

FIRM BACKGROUND

Werner-Rocca Seminars, Ltd., is in the forefront of quality "cutting-edge" CPE. There are reasons why Werner-Rocca Seminars, Ltd., is in the forefront of quality “cutting-edge” CPE:

Your organization and members will receive cutting-edge, quality CPE from nationally known speakers with impeccable credentials.
You can choose from an extensive, ever-growing list of seminars in many different categories.
If your organization has specific training needs, Werner-Rocca will happily tailor a course to meet those needs, using examples and case studies that are relevant, providing the instructor who can best address the subject matter, and pacing instruction appropriately.
Just because you receive the highest-quality CPE available, you will not pay a high price. We are confident our fees are very competitive.
There is no need for you to worry about the details! We do all we can to assist you throughout the process-scheduling, providing course materials, helping you find the lowest price available for instructor travel, and making all instructor travel arrangements.
You will work with proven professionals in the field who understand your needs and who offer services by which to meet them.
You are important to us, so we give you the kind of customer service we would expect to receive-the customer service you deserve.

About Us

Expert Teacher

Founder

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 well in excess of 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

Anthony J. Rocca, J.D. is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Anthony is also a lawyer admitted to practice in both the Commonwealth of Pennsylvania and the State of New Jersey. His offices are located in Philadelphia, Pennsylvania. His areas of practice include corporate business transactions, estate planning and administration and tax matters. Anthony received his B.A. in Political Science from the Pennsylvania State University. He holds a J.D. from Temple University School of Law.

Anthony lectures extensively in the areas of protection of assets, preservation of wealth, business transactions and other tax matters. He has presented more than 1000 eight-hour seminars to various state accounting societies and other organizations, including stock brokerage houses, financial planners, and insurance agents, in educating their clients in various planning techniques and tax issues. He has also presented numerous webinars and video presentations.

Shelli Huston, CPA, MS is an Oregon native. She attended Warner Pacific College where she received a Bachelors in Business with an Emphasis in Accounting. After obtaining her CPA’s license, she continued on to Golden Gate University where she received her Master’s Degree in Taxation.

Shelli worked in a small tax firm for many years. In 2006, she opened up her own tax and accounting firm. She has watched her business grow and expand to include teaching and writing. Shelli has over 20 years of experience in personal, business, estate, trust, and gift taxation, as well as QuickBooks and payroll. She enjoys working with clients of all types and small businesses, especially new businesses.

Shelli is passionate about the importance of being the best professionals we can be. This profession comes with an inherent integrity that takes work to uphold. Through her participation in education, she is excited to assist in upholding the professionalism of the accounting and tax profession.