Total Credits: 2 including 2 Taxes - Technical
This course is apart of the 2020 Federal Income Tax Update. We will discuss everything that you will need to know to have a successful 2020 tax season. This course begins with an overview of Roth IRAs and concludes with the Educator’s Above-The-Line Deduction. This comprehensive course will provide the most recent and up-to-date information, preparing you to assist your clients during the upcoming tax season.
You may take this course à la carte or as a full program.
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, please download the IRS CE request form on the Course Materials Tab and submit to email@example.com.
At the end of this course, you will be able to:
|Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB)||Available after Purchase|
|Slides Handout (1.5 MB)||Available after Purchase|
|IRS CE Credit Request Form (140 KB)||Available after Purchase|
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.
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