The legislation has passed; Congress has drastically changed the Internal Revenue Code by enacting the Tax Cuts and Jobs Act of 2017 (the “Act”). Due to the Act, tax planning, financial planning, and estate planning techniques and strategies will need to be changed. In this course, the participant will learn how the legislative changes will affect these planning areas. Special planning circumstances (for example, single parent issues) will be discussed within this context. This novel course is one that practitioners cannot afford to miss if they provide planning services to clients.
Review of new legislation, including the newest IRS rulings on 199A – Business Income Deduction, Examination of a client’s current plan Understanding the problems facing a client due to the changing legislation, Understanding how to find new pathways for a client’s tax, financial, and estate plan Specific techniques based on the Act
Basic understanding of estate and financial planning fundamentals.
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Provide practitioners with an understanding of the major changes to the Internal Revenue Code created by the Tax Cuts and Jobs Act of 2017 and provide practitioners with ideas as to how to create and/or update their client’s tax, financial, and estate plans due because of the Act.
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.
Non-Member Price $395.00
Member Price $295.00