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Live Webcast

Planning Considerations Based Upon Potential Biden Proposals


Total Credits: 2 including 2 Taxes - Technical

Average Rating:
Not yet rated
Category:
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax
Faculty:
Arthur Werner
Course Levels:
Update
Duration:
2 Hours
License:
Access for 40 day(s) after program date.

Dates


Description

As a tax professional, you are used to advising clients on tax planning matters. This year is no exception. However, considering all the extraordinary issues that your clients faced in 2020, planning for this will be much more significant. The COVID-19 crisis, financial fluctuations, and the new Biden administration necessitates coordinated financial, tax, and estate client advice. This course will provide integrated planning ideas that will directly affect your client’s 2021 planning needs.

Basic Course Information

Learning Objectives
  • An understanding of President Joe Biden’s tax policy and proposals
  • An opinion on how Congress will deal with tax changes
  • How certain clients will need to deal with the potential for higher tax brackets

Major Subjects
  • Retirement planning considerations
  • Income and deduction planning ideas
  • Potential Estate and Gift Tax changes and how to update a client’s planning needs
  • Year-end estate and gift planning ideas
  • Year-end gifting ideas
  • Charitable transaction planning
  • Qualified Opportunity Zone planning
  • Potential changes in IRC §199A and how these changes might affect certain clients
  • Potential changes in the Affordable Care Act
  • Roth conversion ideas

Course Materials

Faculty

Arthur Werner Related seminars and products: 19

Werner-Rocca Seminars, Ltd.


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 an 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 well in excess of 2500 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.


Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers


Yellow Book

No


Course Developer

Arthur Werner


Date Added to Catalog

04/03/2021


Original Recording Date

05/18/2021


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.


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