Crucial Tax Topics - Terrific Tax Planning Ideas - Qualified Plans, IRAs, and Related Issues
Total Credits: 2 including 2 Taxes - Technical
- Average Rating:
- 56
- Category:
- ACPEN Industry Institute | ACPEN Tax Institute | Tax | IRS Approved
- Faculty:
- Arthur Werner | Anthony J. Rocca, J.D.
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Access for 30 day(s) after program date.
Tag: Crucial Tax Topics
Description
It appears that there will be a multitude of tax law changes in 2021. Practitioners need to be aware of any potential changes so that they may advise their clients accordingly, especially in the area of qualified plans and IRAs. Now is the time to contemplate potential changes as well as develop strategies so that your client can successfully deal with these potential changes in the law. This course provides the practitioner with ideas to help a client “roll with the punches”!
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Basic Course Information
Major Subjects- Roth conversion strategies – When and how much
- Understanding the changes made by the SECURE Act corelate with changes in the tax law
- Using trusts as a beneficiary of an IRA
- Rollover strategies
- Federal Estate Tax issues in a changing tax environment
- Post-Mortem opportunities
- Spousal issues (including QTIP issues)
- Proper beneficiary planning ideas
Learning Objectives
- At the end of this course, the student will be able to both understand potential tax law changes and be able to assist a client in creating successful strategies to deal with such potential changes in the qualified plan and IRA arenas.
Course Materials
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| IRS CE Credit Request Form (137 KB) | Available after Purchase | ||
| Handout (3.7 MB) | Available after Purchase | ||
| Crucial Tax Topics_Q&A (12.1 KB) | Available after Purchase |
Faculty
Arthur Werner Related seminars and products
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.
Anthony J. Rocca, J.D. Related seminars and products
Anthony is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Anthony is also a lawyer admitted to practice in both the Commonwealth of Pennsylvania and the State of New Jersey. His offices are in Philadelphia, Pennsylvania. His areas of practice include corporate business transactions, estate planning and administration and tax matters. Anthony received his B.A. in Political Science from the Pennsylvania State University. He holds a J.D. from Temple University School of Law.
Anthony lectures extensively in the areas of protection of assets, preservation of wealth, business transactions and other tax matters. He has presented more than 1000 eight-hour seminars to various state accounting societies and other organizations, including stock brokerage houses, financial planners, and insurance agents, in educating their clients in various planning techniques and tax issues. He has also presented numerous webinars and video presentations.
Dates
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Sat, Dec 03, 2022 - 02:00pm to 04:00pm EST
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Thu, Dec 08, 2022 - 04:00pm to 06:00pm EST
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Tue, Dec 13, 2022 - 10:00am to 12:00pm EST
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Mon, Dec 19, 2022 - 12:00pm to 02:00pm EST
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Wed, Dec 28, 2022 - 02:00pm to 04:00pm EST
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Additional Info
Basic Course Information
PrerequisitesBasic understanding of taxation, financial planning, and estate planning
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
04/19/2021
Original Recording Date
07/13/2021
Additional Information
Complaint Resolution PolicyPlease 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.
Promo Video
Reviews
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Overall: 4.6
Total Reviews: 56
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