2020 Federal Income Tax Update — Individual



2020 Federal Income Tax Update — Individual

Salepage : 2020 Federal Income Tax Update — Individual

Archive : 2020 Federal Income Tax Update — Individual

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This course focuses on the filing status pertaining to tax returns. This is not a basic course on taxation. This is primarily focused on key factors that are important during the busy season, in order to put clients in the best position.

More specifically, this lecture is focused mostly on Head of Household issues. Head of Household is significant. The IRS expanded their due diligence and added Head of Household because of misinformation and incorrect positions regarding Head of Household that taxpayers were taking.

This course is packed with information designed to prevent practitioners from signing off on filing statuses that are incorrect. Key areas of note are qualified persons, dependency issues, divorce issues, understanding the concept of temporary absence, the one household rule, and finally multiple support agreements.

**Please Note:  If you need credit reported to the IRS for this IRS approved program (8 CE Hours only), please download the IRS CE request form on the Course Materials Tab and submit to [email protected]

Basic Course Information

Major Subjects

  • Crowdfunding
  • Social Security Benefits
  • Employee Stock Options
  • Cancellation of Debt
  • Qualified Opportunity Funds
  • Interest Tracing
  • Charitable Contributions
  • Kiddie Tax
  • Residential Energy Efficient Property and Business Energy Credits
  • First-Time Homebuyer Recapture
  • Vehicle Credits

Learning Objectives

At the end of this course, you will be able to:

  • List contributing factors of Head of Household
  • Recognize Qualifying Relatives
  • List varying types of Allocations as they pertain to Co-Owned and Community Property
  • Describe Social Security Benefits
  • Explain Wash Sales
  • Discuss Cancellation of Debt
  • Differentiate between Death and Life Settlements
  • List Medical and Tax Deductions
  • Describe Casualty and Disaster Losses
  • Discuss Paid Family and Medical Leave Credits

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 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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2020 Federal Income Tax Update — Individual

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