Beach Retreat: Individual Income Tax Update: Navigating the Current Tax Landscape

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Instructor

Arthur
Werner

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Arthur Werner, J.D., M.S.

Bio

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.

Stay ahead in the ever-evolving world of tax regulations with this course designed for tax practitioners. Dive deep into the intricacies of individual income taxation, navigating the complexities of Form 1040 and reviewing the latest tax legislation. From uncovering new credits and deductions to understanding income exclusions, this course equips you with the tools to excel in tax preparation. With a focus on practical insights and real-world applications, participants will emerge with a thorough understanding of recent legislative changes, empowering them to optimize benefits for their clients.

Learning Objectives

At the end of this class, you will be able to:

Recognize and complete IRS Form 1040 and other individual income tax returns.
Analyze recent legislative changes impacting individual income tax.
Identify new credits, deductions, and tax relief available for taxpayers.
Explain income and exclusions related to cancellation of debt.
Interpret health reform and medical issues affecting taxation.
Implement strategies for maximizing benefits from home office deductions and education credits.