2024 Mid-Year Individual Tax Update
Live Virtual Seminar
4.00 Credits
Member Price $200.00
Price will increase by $50 on 6/8
Non-Member Price $260.00
Price will increase by $50 on 6/8
Overview
This course is essential tax practitioners wanting to update their knowledge of individual income taxation to provide solid planning advice to clients prior to year-end. This course will provide a comprehensive review of Form 1040 issues for the current tax year. Included will be a thorough review of all Internal Revenue Code changes made by year-to-date. In In addition, this course will cover potential changes to be made by the current administration.
Highlights
- Major changes to legislation
- Status issues
- Divorce issues
- Death of a taxpayer issues
- Military issues
- Income and deduction planning ideas
- Non-resident and resident alien issues
- Foreign related reporting issues
- Cryptocurrency
- Compensation and fringe benefits
- Social Security issues
- Capital gains
- Deduction issues
- Kiddie Tax
- Various credits
Prerequisites
None
Designed For
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Objectives
- Discuss major changes to the Internal Revenue Code created by legislation
- List ideas as to how to create and/or update their client’s tax, financial, estate, and retirement plans due because of legislation
Leader(s):
Leader Bios
Arthur Werner, Werner-Rocca Seminars Ltd
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.
Non-Member Price $260.00
Member Price $200.00