Tax Planning Based Upon Form 1040

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Description

Tax Planning Based Upon Form 1040

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The many changes made to the Internal Revenue Code have created numerous unique planning opportunities for individuals. Careful tax planners must weigh current rules with an eye toward the future. This course will assist the practitioner in charting alternatives and guiding clients through these complex tax times. Planning is a year-round process, and this course is loaded with ideas that can be used throughout the year to reduce taxes.  Working systematically through Form 1040, the practitioner will be given many ideas on how to reduce taxes through advance planning.

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

Basic Course Information

Major Subjects

  • Integration of Planning
  • Child issues
  • Alimony issues
  • Other divorce issues
  • Death of a client
  • Terminally ill issues
  • Damages and attorney fees
  • Retirement issues
  • Medical expenses
  • Fringe benefit issues
  • Disaster losses
  • Kiddie tax issues

Learning Objectives

  • To teach the practitioner to chart alternatives and guide clients through complex tax issues based on Form 1040
  • To provide strategies for reviewing a prior year’s tax return and identifying tax planning opportunities

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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Tax Planning Based Upon Form 1040

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