2020 Mid-Year Tax & Planning Update: Legislative Changes Webcast [FTUX]

Subject:

Aug 19, 2020
Time: 8:30am - 4:00pm
Taxation

Credit Hours:

8.00

Price:

Member: $295.00
Non-member: $445.00

Discussion Leader:

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

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.

Full Description

2020 Mid-Year Tax and Planning Update: An Up to Date Review of Legislative Changes Webcast (FTUX)

August 19th, 2020

LATE REGISTRATION POLICY
For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course and $12.50 for each 2 hour course.

Our clients are living in interesting times. Our economy has received a jolt due to the COVID-19 pandemic. Congress has reacted. Due to the legislation, tax, financial, estate, and retirement planning techniques and strategies will need to be changed. In this course, the participant will learn how the legislative changes will affect these planning areas. Special planning circumstances (for example, single parent issues) will be discussed within this context. This novel course is one that practitioners cannot afford to miss if they provide planning services to clients.

Major Topics Covered:
- Review of new legislation, including the CARES Act and an up to date discussion of relevant rulings and changes
- Understanding the problems facing a client due to the changing legislation
- Understanding how to find new pathways for a clients tax, financial, estate, and retirement plans
- Specific techniques based on all Acts
- Relevant discussion of non-CARES Act legislation and rulings

Learning Objectives:
At the end of this class you will be able to:
- To provide practitioners with an understanding of the major changes to the Internal Revenue Code created by legislation
- To provide practitioners with ideas as to how to create and/or update their clients tax, financial, estate, and retirement plans due because of legislation

Designed For: CPAs, EAs, and Financial Professionals

CPE Credits: 8, Taxation

Level of Knowledge: Update

Prerequisite: Basic understanding of estate and financial planning fundamentals

Acronym: FTUX

Discussion Leader: Arthur Joseph Werner, J.D., M.S.