Skip to main content
Live Webcast Replay

2024 Individual Federal Tax Update


Total Credits: 8 including 8 Taxes - Technical

Average Rating:
   8
Categories:
ACPEN Industry Institute |  Tax |  IRS Approved
Speaker:
Arthur Werner
Course Levels:
Update
Duration:
8 Hours

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


Description

Looking to stay ahead in tax matters? Join our 2025 Individual Tax Update course for an essential deep dive into Form 1040 essentials. Designed for tax pros eager to sharpen their skills, this course unpacks recent tax code changes and equips you with the know-how to navigate them effortlessly. From mastering IRS Form 1040 to leveraging new tax benefits, you'll emerge ready to optimize returns for your clients while staying compliant with the latest regulations. Don't miss out on this opportunity to boost your expertise and ensure financial success for both you and your clients!

**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
  • Define IRS Form 1040 and other individual income tax returns, ensuring precise submissions
  • Describe recent tax code changes, ensuring updated and accurate tax filings
  • Analyze crucial IRC Sections to understand tax regulations and their implications
  • List recent updates in individual income taxation, ensuring compliance with evolving laws
  • Identify new credits, deductions, and tax relief opportunities to maximize client benefits
  • Discuss complex income issues and exclusions, providing tailored tax planning strategies
  • Explain itemized deduction intricacies for informed and accurate client deductions
  • Discuss health-related considerations in taxation, maximizing client financial benefits
  • Analyze recent regulatory shifts for their implications on tax strategies
  • Discuss and implement specific tax planning strategies for clients' financial success

Major Subjects
  • Form 1040: Precise Tax Submissions
  • Recent Tax Code Changes: Updated Filings
  • IRC Sections Analysis: Understanding Tax Regulations
  • Updates in Income Taxation: Compliance Assurance
  • New Credits and Deductions: Maximizing Benefits
  • Complex Income Issues: Tailored Strategies
  • Itemized Deductions: Informed Client Benefits
  • Health Considerations: Maximizing Financial Benefits
  • Regulatory Shifts: Implications on Tax Strategies
  • Tax Planning Strategies: Client Financial Success

Course Materials

Speaker

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, Dec 23, 2024 - 10:00am to 05:44pm CST
Sat, Jan 11, 2025 - 11:00am to 06:44pm CST
Mon, Jan 27, 2025 - 08:00am to 03:44pm CST
Wed, Feb 12, 2025 - 09:00am to 04:44pm CST
Mon, Feb 24, 2025 - 10:00am to 05:44pm CST
Thu, Mar 06, 2025 - 11:00am to 06:44pm CST
Fri, Mar 21, 2025 - 08:00am to 03:44pm CDT
Sat, Apr 12, 2025 - 09:00am to 04:44pm CDT
Mon, Apr 21, 2025 - 10:00am to 05:44pm CDT
Mon, May 12, 2025 - 11:00am to 06:44pm CDT
Wed, Jun 04, 2025 - 09:00am to 04:44pm CDT
Thu, Jun 19, 2025 - 10:00am to 05:44pm CDT
Fri, Jun 27, 2025 - 11:00am to 06:44pm CDT
Fri, May 22, 2026 - 08:00am to 03:44pm CDT

Additional Info

Basic Course Information

Prerequisites

A general understanding of filing IRS Tax Form 104


Advanced Preparation None
Designed For

CPAs, EAs, and other tax professionals


Original Recording Date 10/2024
Course Developer Werner-Rocca Seminars
Date Added to Catalog 02/22/2024
Yellow Book No

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. 


Promo Video

Reviews

5
4
3
2
1

Overall:      4.8

Total Reviews: 8

Comments

Catherine R

"Great job! Art's examples of real-life scenarios were very helpful and kept the presentation interesting."

Mercy A

"Great content ! Thanks ."

Suzanne T - Sarasota, Florida

"Mr. Werner is a great instructor, esp to present a full day's class by himself! Nice presentation skills, easy to listen to, not boring and his practical insights were interesting and helpful! Very good!"