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Mid-Year Tax Planning Updates with Art Werner! Individual and Business

Looking to enhance your tax expertise and gain valuable CPE credits? Join us for our exclusive mid-year tax planning courses on June 13th and 14th!...

Event Overview

Looking to enhance your tax expertise and gain valuable CPE credits? Join us for our exclusive mid-year tax planning courses on June 13th and 14th!

Our June 13th course focuses on individual income taxation, planning, providing you with the latest updates and strategies to offer expert planning advice to your clients. Gain insights into recent IRS code changes and future developments under the current administration, ensuring you’re always ahead of the curve.

On June 14th, dive into our Business Tax Update course. Explore key tax issues impacting businesses, from start-up expenses to cryptocurrency considerations. Equip yourself with practical guidance to optimize tax planning strategies and deliver exceptional value to your clients.

Choose to attend one day or seize the opportunity to enhance your expertise with both courses at a special discounted rate! Each course offers 4 hours of CPE credit, ensuring you’re not only staying informed but also advancing your professional development. Scroll down for pricing details and options and secure your spot today!

Event Sessions

Thursday, June 13, 2024
Day #1
2024 Mid-Year Individual Tax Update: How to Plan
Taxes | 4 Credits
Arthur Werner
09:00 AM to 01:00 PM America/New_York

For financial professionals seeking to stay at the forefront of tax updates, a comprehensive mid-year individual tax course is a vital resource. Designed to equip practitioners with the latest knowledge in individual income taxation, this course empowers them to provide expert planning advice to clients before year-end. Through a comprehensive review of Form 1040 issues and all recent Internal Revenue Code changes, participants gain a deep understanding of the current tax environment. Moreover, the course offers insights into potential changes expected from the current administration, ensuring practitioners are prepared to navigate future developments effectively.

By enrolling in this course, participants will achieve key learning objectives that directly impact their ability to serve clients. From recalling major Internal Revenue Code changes to identifying strategies for updating client tax, financial, estate, and retirement plans, practitioners gain practical skills essential for success in their field. Through discussions and analyses of key individual tax issues and planning ideas for income and deductions, participants acquire actionable knowledge that significantly enhances their professional capabilities. Don’t miss this opportunity to elevate your expertise and provide exceptional value to your clients’ financial well-being.

Session Description Read Less
Friday, June 14, 2024
Day #2
2024 Mid-Year Business Tax Update : How to Plan
Taxes | 4 Credits
Arthur Werner
09:00 AM to 01:00 PM America/New_York

Stay ahead of the curve with the 2024 Mid-Year Business Tax Update, designed to equip tax practitioners with the latest insights and strategies for navigating the complexities of business income taxation. Tailored for seasoned professionals, this course offers a comprehensive review of key tax issues, providing practical guidance to ensure clients are well-prepared for the upcoming tax season. With a focus on current legislation and potential changes, participants will gain invaluable knowledge to effectively advise clients and optimize tax planning strategies.

By attending this course, practitioners will gain a thorough understanding of major changes to the Internal Revenue Code and learn how to proactively address them in client businesses. From navigating start-up and organizational expenses to addressing cryptocurrency and Section 199A issues, participants will explore a wide range of topics crucial for effective tax planning. With practical insights and real-world examples, this course empowers practitioners to stay informed, mitigate risks, and maximize opportunities for their clients, ultimately enhancing their professional expertise and delivering exceptional value in their tax advisory services.

Session Description Read Less

Event Instructors

Arthur Werner

Philadelphia, PA
Partner, Werner -Rocca Seminars

Arthur Joseph Werner, JD, MS in Taxation, serves as president and shareholder of Werner-Rocca Seminars, Ltd., specializing in lectures on business, tax, and estate planning for affluent individuals. A past adjunct professor at Philadelphia University’s Master of Science in Taxation program, Werner brings a solid educational background with a B.S. in Accounting and an M.S. in Taxation from Widener University, complemented by a J.D. from Delaware Law School. A seasoned speaker, he has delivered over 3000 eight-hour seminars and numerous webinars, focusing on Estate Planning, Financial Planning, and Estate and Gift Taxation for CPAs and Financial Planners. His expertise is recognized with top speaker ratings in Pennsylvania and prestigious awards for discussion leadership from CPA institutes in Nevada, Florida, and South Carolina.

About Instructor Read Less

All of our seminars and conferences are NASBA approved  according to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Virtual live instructor lead presentation
  • Q&A with the live instructor
  • Course materials (PDF & Sample Materials)
  • One year access to course materials
  • Completion certificate

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