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Live Webcast Replay

2021 Federal Income Tax Update - Part 2 - What's New and What's on the Horizon


Total Credits: 4 including 4 Taxes - Technical

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

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


Description

As a tax professional, you are used to advising clients on year-end tax matters. 2021 is no exception. However, considering all the extraordinary issues that your clients have faced in these past few years, year- end planning for 2021 will be much more significant. The House Ways and Means Committee has released a report entitled “Responsibly Funding Our Priorities”. It includes proposed international, corporate, individual and retirement tax “reforms”. This course will provide you with a complete understanding of this proposal as well as integrated planning ideas that will direct your client’s year-end needs. The materials will include all updates in existence at the time of the lecture. In addition, we will opine on the probability of this proposal passing as law.

Basic Course Information

Learning Objectives
  • Recognize and complete various tax forms and other individual income tax returns for the 2021 tax season 

Major Subjects
  • Increase in corporate tax rate
  • Increase in top marginal income tax rate
  • Increase in capital gains rate
  • Changes in Net Investment Income Tax rate to trade or business income of certain high-income individuals
  • New QBI limitations for IRC §199A
  • Limitation on excess business losses
  • Surcharge on high-income individuals, trusts, and estates
  • Elimination of higher unified credit
  • Increase in limitation of IRC §2032A special use valuation
  • Grantor Trust rule changes
  • Reduction in valuation discounts
  • Retirement plan contribution limitations for high-income taxpayers
  • RMD increase for high-income taxpayers
  • Elimination of “back-door IRAs
  • Various IRA changes
  • Many additional miscellaneous changes
  • Year-end estate and gift planning ideas
  • Year-end gifting ideas
  • Charitable transaction planning
  • Roth conversion ideas

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.


Dates

Mon, Nov 29, 2021 - 11:30am to 03:14pm CST
Mon, Nov 29, 2021 - 01:00pm to 04:44pm CST
Tue, Nov 30, 2021 - 01:00pm to 04:44pm CST
Thu, Dec 02, 2021 - 11:00am to 02:44pm CST
Sat, Dec 04, 2021 - 11:00am to 02:44pm CST
Fri, Dec 10, 2021 - 09:00am to 12:44pm CST
Tue, Dec 14, 2021 - 09:00am to 12:44pm CST
Fri, Dec 17, 2021 - 11:00am to 02:44pm CST
Sat, Dec 18, 2021 - 01:00pm to 04:44pm CST
Tue, Dec 28, 2021 - 01:00pm to 04:44pm CST
Thu, Dec 30, 2021 - 01:00pm to 04:44pm CST
Tue, Jan 04, 2022 - 11:00am to 02:44pm CST
Wed, Jan 05, 2022 - 09:00am to 12:44pm CST
Mon, Jan 10, 2022 - 01:00pm to 04:44pm CST
Thu, Jan 13, 2022 - 09:00am to 12:44pm CST
Thu, Jan 20, 2022 - 09:00am to 12:44pm CST
Mon, Jan 24, 2022 - 01:00pm to 04:44pm CST
Fri, Jan 28, 2022 - 01:00pm to 04:44pm CST
Sat, Jan 29, 2022 - 11:30am to 03:14pm CST
Mon, Jan 31, 2022 - 01:00pm to 04:44pm CST
Tue, Feb 01, 2022 - 11:30am to 03:14pm CST
Wed, Feb 02, 2022 - 11:00am to 02:44pm CST
Wed, Feb 09, 2022 - 09:00am to 12:44pm CST
Thu, Feb 10, 2022 - 09:00am to 12:44pm CST
Fri, Feb 18, 2022 - 01:00pm to 04:44pm CST
Mon, Feb 28, 2022 - 02:00pm to 05:44pm CST

Additional Info

Basic Course Information

Prerequisites

A general understanding of tax compliance


Advanced Preparation None
Designed For CPAs, EAs, attorneys, and other tax professionals 
Original Recording Date 10/11/2021
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 10/05/2021

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. 


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