Not Found
Live Webcast Replay

Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment


Total Credits: 8 including 8 Taxes - Technical

Average Rating:
Not yet rated
Category:
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax
Faculty:
Arthur Werner
Course Levels:
Basic
Duration:
8 Hrs
License:
Access for 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.

Price


Description

This course helps the practitioner understand planning considerations and potential problems when certain “bad situations” happen to his/her client. Updated for COVID-19 issues, this course will explore a variety of bad situations and provide the practitioner an understanding of the tax and non-tax circumstances to be considered when advising a client who is experiencing a bad situation in these trying times.

**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
  • The effect COVID-19 on a client’s total financial, estate, and asset protection plan
  • Understanding the issues revolving around the death of a client
  • Understanding medical issues
  • Understanding the tax and non-tax issues in divorce
  • Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts
  • Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents
  • Understanding the support issues for spouses and former spouses
  • Understanding support issues for children of divorced or separated parents and the tax treatment of back child support
  • Understanding the business issues involved when the parties to a business breaks apart
  • Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies

Learning Objectives
  • To provide the practitioner an understanding of the tax and non-tax issues of various circumstances that a client classifies as bad situations in this COVID-19 environment 


Course Materials

Faculty

Arthur Werner Related seminars and products: 27

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.


Dates

Mon, Nov 30, 2020 - 07:00am to 03:00pm MST
Wed, Dec 02, 2020 - 08:30am to 04:30pm MST
Wed, Dec 30, 2020 - 07:00am to 03:00pm MST
Sat, Jan 02, 2021 - 08:30am to 04:30pm MST
Sat, Jan 30, 2021 - 07:00am to 03:00pm MST
Tue, Feb 02, 2021 - 08:30am to 04:30pm MST
Tue, Feb 23, 2021 - 07:00am to 03:00pm MST
Tue, Mar 02, 2021 - 08:30am to 04:30pm MST
Fri, Mar 26, 2021 - 07:00am to 03:00pm MDT
Fri, Apr 02, 2021 - 08:30am to 04:30pm MDT
Wed, Apr 28, 2021 - 07:00am to 03:00pm MDT
Tue, May 04, 2021 - 08:30am to 04:30pm MDT
Fri, May 28, 2021 - 07:00am to 03:00pm MDT
Wed, Jun 02, 2021 - 08:30am to 04:30pm MDT
Mon, Jun 28, 2021 - 07:00am to 03:00pm MDT
Fri, Jul 02, 2021 - 08:30am to 04:30pm MDT
Wed, Jul 28, 2021 - 07:00am to 03:00pm MDT
Mon, Aug 02, 2021 - 08:30am to 04:30pm MDT
Sat, Aug 28, 2021 - 07:00am to 03:00pm MDT
Thu, Sep 02, 2021 - 08:30am to 04:30pm MDT
Tue, Sep 28, 2021 - 07:00am to 03:00pm MDT
Sat, Oct 02, 2021 - 08:30am to 04:30pm MDT
Thu, Oct 28, 2021 - 07:00am to 03:00pm MDT
Tue, Nov 02, 2021 - 08:30am to 04:30pm MDT
Mon, Nov 29, 2021 - 07:00am to 03:00pm MST
Thu, Dec 02, 2021 - 08:30am to 04:30pm MST
Tue, Dec 28, 2021 - 07:00am to 03:00pm MST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, attorneys, and financial planners
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 09/22/2020
Original Recording Date 11/16/2020

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

Please wait ...

Back to Top