Tax Planning Based on Form 1040 WEBCAST - Washington Society of CPAs

Overview

The dynamic shifts within the Internal Revenue Code have forged a multitude of distinctive planning prospects for individuals. Diligent tax strategists must adeptly balance present regulations with a future-oriented perspective. This course empowers practitioners to navigate the labyrinthine tax landscape, offering comprehensive insights to steer clients through intricate tax scenarios. With tax planning being a perpetual endeavor, this course brims with year-round ideas aimed at minimizing tax burdens. The course encompasses diverse topics, including the Alternative Minimum Tax, charitable giving, tax-efficient strategies for real estate proprietors and investors, and much more. Progressing methodically through Form 1040, the course provides a plethora of tactics to effectively curtail taxes through strategic planning.

Highlights

Deciphering the intricacies of health care regulations. Maximizing the potential of Health Savings Accounts (HSAs). Navigating the intricacies of the Alternative Minimum Tax and developing tailored strategies. Unveiling the nuanced deployment of Roth IRAs. Grasping the pivotal role of Adjusted Gross Income (AGI) in effective tax planning. Exploring innovative techniques and strategies utilizing Section 529 plans. Designing tax-effective solutions for small business proprietors. Crafting strategies for comprehensive retirement planning. Strategically shifting income to children, reevaluating existing strategies. Seamlessly integrating strategic estate planning with income tax optimization.

Prerequisites

None.

Designed For

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

Objectives

Discuss alternatives and expertly guide clients through multifaceted tax challenges based on Form 1040. Discuss strategies to scrutinize prior-year tax returns, identifying avenues for tax planning optimization.

Preparation

None.

Notice

None.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

Leader Bios

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

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.

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