Instructor
Arthur Werner
Instructor
Arthur Joseph Werner, J.D., M.S. (Taxation)
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 a former 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 more than 3000 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.
Topic brought to you by Art Werner. This course is essential for the tax practitioner who wants to update their knowledge of business income taxation so that the practitioner can provide solid planning advice to their clients prior to year-end. This course will provide a comprehensive review of business issues for the 2021 tax year. Included will be a thorough review of all Internal Revenue Code changes made by year-to-date. In addition, this course will instruct the participant as to where to expect potential changes to be made by the current administration.
Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.
▪ Start-up and Organizational Expenses
▪ Employing a family member
▪ Health insurance issues
▪ Business use of home
▪ Profit motive
▪ Marijuana issues
▪ Depreciation issues
▪ Cryptocurrency
▪ Employee vs. Independent Contractor issues
▪ Meals and entertainment
▪ Vehicle issues
▪ Real estate issues
▪ Section 199A issues
▪ Compensation issues
▪ Retirement plan issues
▪ Penalties
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers