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Tax Planning Based on Form 1040

In today's ever-evolving tax landscape

Event Overview

In today’s ever-evolving tax landscape, financial professionals understand the importance of staying ahead. With a comprehensive course focused on navigating the complexities of individual tax planning, practitioners gain insights and practical strategies to tackle intricate tax scenarios. Covering topics such as the Alternative Minimum Tax, charitable giving, and tax-efficient strategies for real estate, participants will leave empowered to optimize tax outcomes for their clients.

By attending this course, professionals can expect to enhance their expertise in identifying complex tax challenges, scrutinizing prior-year tax returns for optimization, and mastering tailored strategies for tax-efficient planning. Highlights include deciphering health care regulations, maximizing Health Savings Accounts (HSAs), and navigating the intricacies of the Alternative Minimum Tax (AMT). With a focus on practical application and real-world scenarios, this course promises to deliver tangible skills and insights that will elevate your tax planning prowess and drive better outcomes for your clients. Don’t miss this opportunity to sharpen your skills and stay ahead in today’s dynamic tax landscape.

Event Sessions

Wednesday, August 7, 2024
Day #1
Tax Planning Based on Form 1040
Taxes | 8 Credits
Arthur Werner
09:00 AM to 05:00 PM America/New_York

In today’s ever-evolving tax landscape, financial professionals understand the importance of staying ahead. With a comprehensive course focused on navigating the complexities of individual tax planning, practitioners gain insights and practical strategies to tackle intricate tax scenarios. Covering topics such as the Alternative Minimum Tax, charitable giving, and tax-efficient strategies for real estate, participants will leave empowered to optimize tax outcomes for their clients.

By attending this course, professionals can expect to enhance their expertise in identifying complex tax challenges, scrutinizing prior-year tax returns for optimization, and mastering tailored strategies for tax-efficient planning. Highlights include deciphering health care regulations, maximizing Health Savings Accounts (HSAs), and navigating the intricacies of the Alternative Minimum Tax (AMT). With a focus on practical application and real-world scenarios, this course promises to deliver tangible skills and insights that will elevate your tax planning prowess and drive better outcomes for your clients. Don’t miss this opportunity to sharpen your skills and stay ahead in today’s dynamic tax landscape.

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