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.

Art 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.

Art lectures extensively in the areas of Tax Planning and Compliance as well as Estate and Financial Planning, Financial Planning to CPAs, EAs, and other tax professionals, 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.

Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a Senior Lecturer at the University of North Texas in Denton, Texas. She received Bachelor of Business Administration and Juris Doctor degrees from Baylor University, and a Master of Legal Letters (LL.M.) degree specializing in Taxation from the Southern Methodist University School of Law. Professor McLeod has also studied British and Art History at the University of Sussex, England. Prior to joining the UNT faculty in 2010, Professor McLeod held the position of Director of Tax Planning and IRS Audits for Lehigh Hanson North America, a major manufacturer of cement, aggregates and other building materials. Her practice included both federal and international tax planning. Professor McLeod also spent thirteen years specializing in Tax Planning with the JCPenney Corporation, Inc., and two years with Deloitte & Touche in Dallas. Professor McLeod is licensed to practice law by the State Bar of Texas since 1992 and has been a Certified Public Accountant since 1993.

Paul J. Winn CLU ChFC:

Financial Writer, Editor & Trainer, Founder and CEO of Winn Publications to provide quality CPE course content. Paul is a former insurance company senior executive and CEO of a registered investment adviser corporation. A published book author and creator of 100+ continuing education courses for tax, insurance and investment professionals, he has been in the continuing education business for more than 25 years.​​

Daniel Winn, MS:

General Manager of Winn Publications to bring you quality CPE content. Daniel is a former healthcare and administration professional with 20+ years of experience. ​

Before starting AP Now, she was as an Assistant Treasurer for the Equitable Life Assurance Society, a Financial Risk Manager for O&Y and a Corporate Cash Manager for Continental Grain. A frequent and popular speaker at industry live and online events, she has an MBA in Finance and a BS in Mathematics.

ATTORNEY AND COUNSELOR AT LAW
Danny earned his Bachelor of Arts in Political Science from the University of California at Irvine in 1969. He received his Juris Doctorate from Boalt Hall School of Law, University of California at Berkeley in 1972, at which time he began practice as a tax attorney in Southern California.
His legal career was initiated with the business and litigation firm of Edwards, Edwards and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines & Jonas working for many well-known celebrities. In 1980, Danny established the law firm of Santucci, Potter and Leanders, in Irvine, California. With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law and estate planning.
Danny has been an officer and active member in various organizations including the Glendale Bar Association, Century City Bar Association, 0range County and Los Angeles County Bar Associations, California State Bar Association, Toastmasters and Lions Club. He also avidly supports the American Association for the Advancement of Science. He has been admitted to practice before all California and federal courts including the United States Tax Court and the United States Supreme Court.
Serving as a lecturer for the Continuing Education of the Bar of California, Golden Gate University, and numerous state C.P.A. societies, Danny teaches a variety of tax, business and real estate courses. Danny is in demand all across the country as a speaker for all levels of professional and civic organizations and numerous major seminar circuits.
The author of numerous texts, Danny speaks to over 2,000 people per month and travels more than 150,000 miles annually. He is listed in “Who’s Who in Creative Real Estate” and is admitted to the American Exchanger’s Hall of Fame.

Reid Conrad

Reid Conrad is a renowned CPA. With contagious enthusiasm, he engages audiences uniquely through text-based presentations. He is a distinguished renowned educator, and esteemed presenter in the realm of Accounting. With a passion that knows no bounds, Reid’s presentations are infused with an infectious enthusiasm that captivates his audience. Reid is a trailblazer in the field, sharing his knowledge exclusively through text-based formats. His mastery of the written word allows him to communicate complex Accounting concepts with exceptional clarity and precision, leaving a lasting impact on his audience’s understanding.

Shelli R. Huston, CPA, owns her own practice in Clackamas, Oregon. Shelli graduated from Warner Pacific College in Portland, Oregon with a Bachelor’s in Business with an Emphasis in Accounting. After obtaining her CPA license, she continued her seek for knowledge at Golden Gate University in San Francisco, CA where she received her Master of Science Degree in Taxation.
Shelli has over 23 years of experience with personal, business, estate, trust, gift tax returns, and accounting. Shelli is dedicated to the education process by presenting lectures and training in subjects of Federal and state tax, estates, trusts, gift taxation, and ethics. “The accounting and tax profession comes with inherent integrity that takes work to uphold.” Through her participation in education, she is excited to assist in upholding the high standard of professionals.
Shelli has been an active instructor for over 8 years and presented live lectures for several CPE providers, State Societies, and business firms. She enjoys using real world scenarios to help in the learning process and give real world application to her students.
We are very honored to have Shelli Huston presenting for CPE Prime.