2024 Multistate Taxation - Issues and Planning Opportunities
Total Credits: 8 including 8 Taxes - Technical
- Average Rating:
- 31
- Categories:
- ACPEN Industry Institute | Tax | IRS Approved
- Faculty:
- Arthur Werner
- Course Levels:
- Basic
- Duration:
- 8 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
Join our course on Multistate Taxation – Issues and Planning Opportunities designed for financial professionals. Learn about crucial topics like nexus implications, state taxable income calculations, and audit defense strategies. Gain practical insights to integrate these considerations into client financial plans effectively. From deciphering complex formulas to understanding state-specific regulations, this course equips you with actionable knowledge to excel in finance. Explore multistate business activities, choice of business entity, and interstate commerce clauses. By course completion, you'll be ready to identify common pitfalls, mitigate risks, and ensure compliance with multistate taxation. Join us and navigate the complexities of finance confidently.
**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 kori.herrera@acpen.com.
Basic Course Information
Learning Objectives- Recognize the concept of nexus and its implications for multistate taxation
- Discuss the calculation methods for determining state taxable income in a multistate context
- Recall the formulas used in multistate taxation calculations and understand their application
- Identify considerations for audit defense strategies specific to multistate tax scenarios
- Describe the impact of state-specific regulations on multistate income taxation
- Identify potential challenges and opportunities associated with conducting business across state borders
- List factors influencing the choice of business entity in a multistate operating environment
- Recognize the significance of interstate commerce clauses in shaping multistate taxation policies
- Identify common pitfalls and risks associated with non-compliance in multistate taxation
- Recognize the significance of domicile regarding estate planning and state death tax issues
Major Subjects
- Multistate Business Activities
- Nexus and Implications
- State Taxable Income
- Business-Related Issues
- Formulas and Their Application
- Audit Defense Strategies
- State Specific Regulations
- Choice of Business Entity
- Interstate Commerce Clauses
- Domicile in relation to State Death Taxation
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| Multistate Taxation - Issues and Planning Opportunities Handout (1.9 MB) | Available after Purchase | ||
| IRS CE Credit Request Form (265.5 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.
Dates
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Fri, Jan 03, 2025 - 07:00am to 02:41pm MST
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Fri, Jan 24, 2025 - 08:00am to 03:41pm MST
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Thu, Feb 13, 2025 - 09:00am to 04:41pm MST
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Wed, Feb 26, 2025 - 10:00am to 05:41pm MST
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Fri, Mar 14, 2025 - 07:00am to 02:41pm MDT
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Thu, Mar 27, 2025 - 08:00am to 03:41pm MDT
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Sat, Apr 19, 2025 - 09:00am to 04:41pm MDT
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Mon, Apr 28, 2025 - 10:00am to 05:41pm MDT
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Wed, May 14, 2025 - 07:00am to 02:41pm MDT
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Tue, Jun 03, 2025 - 09:00am to 04:41pm MDT
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Wed, Jun 18, 2025 - 10:00am to 05:41pm MDT
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Wed, Jun 25, 2025 - 07:00am to 02:41pm MDT
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Sat, May 23, 2026 - 08:00am to 03:41pm MDT
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Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation
None
Designed For
CPAs, EAs, and attorneys
Original Recording Date
04/2024
Course Developer
Werner-Rocca Seminars
Date Added to Catalog
02/22/2024
Yellow Book
No
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
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