Strategies for Guiding Clients Through Challenging Situations: Tax Insights WEBCAST

The item(s) you are attempting to remove has already been removed from your cart.

Overview

This course equips practitioners with the knowledge to help clients navigate complex tax and financial challenges. Covering a range of difficult situations such as divorce, bankruptcy, and other personal and business matters. This course provides key tax insights and strategic planning considerations. Participants will gain practical strategies to support clients in making informed decisions while understanding the tax implications of these situations.

Highlights

Tax considerations in divorce, including support obligations and property division. Bankruptcy, debt cancelation, and financial hardship tax implications. Tax treatment of cohabitation, premarital agreements, and exemptions. Child support, alimony, and dependency issues. Business dissolution and tax consequences. Filing status options and tax rate comparisons. Head of household qualifications and tax advantages. Impact of refunds, deficiencies, and marital property rules.

Prerequisites

None.

Designed For

CPAs, EAs, attorneys, and financial planners.

Objectives

Assess tax and financial considerations in challenging client situations. Identify tax implications of divorce, including filing status, property division, and support obligations. Explain tax consequences related to bankruptcy, debt cancellation, and foreclosure. Evaluate tax treatment of cohabitation, premarital agreements, and dependency exemptions. Determine tax implications of child support, alimony, and back child support. Recognize tax effects of business dissolution and ownership changes. Compare tax rates and filing options for married and unmarried individuals. Explain tax treatment of refunds, deficiencies, and marital property rules.

Preparation

None.

Notice

None.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

Leader Bios

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

4.94 stars out of 5 - speaker rating for 2019

“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees

Art Werner is currently a shareholder in and is the President of the lecture firm Werner - Rocca Seminars, Ltd. Mr. Werner’s areas of expertise 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 located in Philadelphia, Pennsylvania. 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, Enrolled Agents, Insurance Agents, and Financial Planners, and has presented well in excess of 2,000 eight-hour seminars over the past 20 years. Over the past 20 years, Mr. Werner was 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.

Return to Top