Mid-Year Tax Strategies: Planning for Businesses
Live Virtual Seminar
4.00 Credits
Member Price $205.00
Price will increase by $50 on 6/3
Non-Member Price $265.00
Price will increase by $50 on 6/3
Overview
This course is designed for tax practitioners seeking to update their knowledge of business income taxation and provide timely, effective tax planning advice to clients before year-end. Participants will receive an extensive review of key business tax issues for the current tax year, including the latest updates to the Internal Revenue Code (IRC). Additionally, the course will explore expected tax changes under the current administration, preparing practitioners to advise clients on how these developments might impact their business operations.
With a focus on practical planning strategies, this course will equip tax professionals with the tools they need to address business tax concerns such as employee classification, depreciation, and compensation. Participants will learn how to help clients make informed decisions that maximize tax benefits and ensure compliance with evolving tax laws.
Highlights
- Legislative changes affecting business tax planning
- Depreciation, start-up expenses, and profit motive issues
- Employee classification, compensation, and benefits
- Business use of home, vehicle, and meals/entertainment deductions
- Cryptocurrency and marijuana-related tax concerns
- Section 199A and penalties related to business operations
Prerequisites
Basic understanding of business taxation.
Designed For
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Objectives
At the end of this course the participants will be able to:
- Discuss major changes to the Internal Revenue Code due to recent business tax legislation.
- Identify tax planning strategies to optimize clients' business operations under current tax laws.
- Analyze potential business tax changes from the current administration.
- Advise clients on employee classification, compensation, and retirement plan issues.
- Explain business-specific tax matters like depreciation, start-up expenses, and home office deductions.
- Advise clients in handling penalties, health insurance issues, and business use of vehicles.
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 $265.00
Member Price $205.00