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Live Webcast Replay

Crucial Tax Topics 2021-2022 with Art Werner - Estate and Trust


Total Credits: 2 including 2 Taxes - Technical

Average Rating:
   6
Categories:
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax |  IRS Approved
Speaker:
Arthur Werner
Course Levels:
Update
Duration:
2 Hours
License:

Dates


Description

This session of our Crucial Tax series will cover Estate and Trust.  We hope to give you a comprehensive understanding of what is now and what is to come.

**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 leighanne.conroy@acpen.com.

Basic Course Information

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

Learning Objectives
  • 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.  

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.


Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers


Yellow Book

No


Course Developer

Arthur Werner


Date Added to Catalog

04/19/2021


Original Recording Date

09/21/2021


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.


Promo Video

Reviews

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Overall:      4.5

Total Reviews: 6