Mid-Year Tax Strategies: Planning for Individuals

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

Objectives

At the end of this course the participants will be able to:

• 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.

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

Who Will Benefit

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

Credits

Leaders

• Arthur J. Werner

  Arthur J. Werner, J.D., M.S. (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 an 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 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.

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