Mid - Year Tax Strategies: Planning for Individuals WEBCAST

Overview

This course is designed for tax practitioners looking to enhance their knowledge of individual income taxation and provide clients with solid tax planning advice before year-end. The course offers an in-depth review of Form 1040 issues, ensuring participants are up to date on the most current tax year matters. In addition, the course will cover changes in the Internal Revenue Code (IRC) made so far and will help practitioners anticipate any future adjustments by the current administration. Participants will learn how to navigate key tax issues, including legislative updates and practical strategies for tax, financial, estate, and retirement planning. With a comprehensive approach, this course equips practitioners with the tools they need to guide clients through changes in tax laws and potential impacts on their financial decisions.

Highlights

Legislative changes affecting individual tax planning. Income, deduction, and credit planning strategies. Form 1040 issues: divorce, death of a taxpayer, and status updates. Compensation, fringe benefits, and Social Security updates. Foreign reporting, resident alien, and cryptocurrency tax matters. Capital gains, Kiddie Tax, and related deductions.

Prerequisites

Basic understanding of individual taxation.

Designed For

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

Objectives

Discuss major changes to the Internal Revenue Code due to recent legislation. Identify tax planning strategies for their clients in light of new legislation. Update client financial, estate, and retirement plans based on new tax rules. Analyze potential tax changes from the current administration and their implications. Recognize key issues related to Form 1040 filings, including status, deduction, and credit updates. Advise clients on capital gains, Social Security, and compensation/fringe benefits planning.

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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