2024 Individual Federal Tax Update WEBCAST - Washington Society of CPAs

Overview

Looking to stay ahead in tax matters? Join our 2025 Individual Tax Update course for an essential deep dive into Form 1040 essentials. This course unpacks recent tax code changes and equips you with the know-how to navigate them effortlessly. From mastering IRS Form 1040 to leveraging new tax benefits, you’ll emerge ready to optimize returns for your clients while staying compliant with the latest regulations.

Highlights

Form 1040: precise tax submissions. Recent tax code changes: updated filings. IRC sections analysis: understanding tax regulations. Updates in income taxation: compliance assurance. New credits and deductions: maximizing benefits. Complex income issues: tailored strategies. Itemized deductions: informed client benefits. Health considerations: maximizing financial benefits. Regulatory shifts: implications on tax strategies. Tax planning strategies: client financial success.

Prerequisites

A general understanding of filing IRS Tax Form 1040.

Designed For

CPAs, EAs, and other tax professionals.

Objectives

Define IRS Form 1040 and other individual income tax returns, ensuring precise submissions. Describe recent tax code changes, ensuring updated and accurate tax filings. Analyze crucial IRC Sections to understand tax regulations and their implications. List recent updates in individual income taxation, ensuring compliance with evolving laws. Identify new credits, deductions, and tax relief opportunities to maximize client benefits. Discuss complex income issues and exclusions, providing tailored tax planning strategies. Explain itemized deduction intricacies for informed and accurate client deductions. Discuss health-related considerations in taxation, maximizing client financial benefits. Analyze recent regulatory shifts for their implications on tax strategies. Discuss and implement specific tax planning strategies for clients’ financial success.

Preparation

None.

Notice

None.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

Leader Bios

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

4.94 stars out of 5 - speaker rating for 2019

“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees

Art Werner is currently a shareholder in and is the President of the lecture firm Werner - Rocca Seminars, Ltd. Mr. Werner’s areas of expertise 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 located in Philadelphia, Pennsylvania. 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, Enrolled Agents, Insurance Agents, and Financial Planners, and has presented well in excess of 2,000 eight-hour seminars over the past 20 years. Over the past 20 years, Mr. Werner was 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.

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