This course is essential for the tax practitioner who wants to update their knowledge of individual income taxation. This course will provide a comprehensive review of Form 1040 complexities. Any changes in tax legislation passed, including Tax Cuts and Jobs Act (TCJA), and any important topics that impact clients in these difficult times will be discussed during the lecture.
Review of essential IRC Sections. Review of new legislation. New credits, deductions and tax relief. Review of all tax credits. Alternative Minimum Tax legislation and other extenders. IRS collection issues and lien relief. Reporting fraud losses and repayment of fraudulent gains. Online sellers and bartering. Alternatives for required minimum distributions. Income and exclusions from cancellation of debt. Reporting foreclosures or repossessions of residences and other real estate Health reform and medical issues.
CPAs and EAs.
Gain the necessary knowledge to complete IRS Form 1040.
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.
Non-Member Price $309.00
Member Price $259.00