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Compensation Issues: 2020 Federal Income Tax Update – Individual


Total Credits: 2.2 including 2.2 Taxes - Technical

Average Rating:
   4
Categories:
ACPEN Industry Institute |  ACPEN Tax Institute |  IRS Approved |  Tax
Faculty:
Arthur Werner
Course Levels:
Update
Duration:
2.2 Hrs
License:

Dates


Description

This course is continuing with more key factors pertaining to the various components of filing proper tax returns.

In this segment, we will discuss areas such as Compensation Issues, including Employee Tip Income, Social Security Benefits and the associated IRA accounts, proper withholdings, and Employee Stock Options.

The information in this course will aid you as the practitioner in educating clients of their filing options and ensure they properly ascertain their financial position and qualifying factors during tax time.

**Please Note:  If you need credit reported to the IRS for this IRS approved program (2 Hours Only), please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Basic Course Information

Major Subjects
  • Medicaid Waiver Payments
  • Employee Tip Income
  • Social Security Benefits
  • Schedule D Transactions
  • Employee Stock Options

Learning Objectives

At the end of this course, you will be able to:

  •  
  • List Excludable Fringe Benefits
  • Explain the use and qualifications of Form 8919
  • Differentiate Married Separate Filers
  • Recognize limits on Earnings after Retirement
  • Apply knowledge of Tax Exempt and Taxable Bonds
  • Define Wash Sales

Course Materials

Faculty

Arthur Werner's Profile

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.


Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, and other tax professionals
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 12/2020
Original Recording Date 12/2020

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.

Reviews

5
4
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1

Overall:      4.8

Total Reviews: 4

Comments

Kimberly T - Carrollton, Texas

"Great speaker with a lot of great information. "