Strategies for Guiding Clients Through Challenging Situations: Tax Insights
Total Credits: 8 including 8 Taxes - Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Tax | IRS Approved
- Speaker:
- Arthur Werner
- Course Levels:
- Intermediate
- Duration:
- 8 Hours
Description
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.
Basic Course Information
Learning 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.
Major Subjects
- 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
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
Speaker
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
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Fri, Jun 13, 2025 - 09:00am to 05:00pm CDT
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Tue, Jun 24, 2025 - 11:00am to 07:00pm CDT
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Fri, Jul 11, 2025 - 09:00am to 05:00pm CDT
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Thu, Jul 24, 2025 - 11:00am to 07:00pm CDT
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Fri, Aug 08, 2025 - 09:00am to 05:00pm CDT
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Fri, Aug 22, 2025 - 11:00am to 07:00pm CDT
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Fri, Sep 12, 2025 - 09:00am to 05:00pm CDT
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Wed, Sep 24, 2025 - 11:00am to 07:00pm CDT
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Fri, Oct 10, 2025 - 09:00am to 05:00pm CDT
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Fri, Oct 24, 2025 - 11:00am to 07:00pm CDT
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Fri, Nov 14, 2025 - 09:00am to 05:00pm CST
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Mon, Nov 24, 2025 - 11:00am to 07:00pm CST
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Fri, Dec 12, 2025 - 09:00am to 05:00pm CST
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Tue, Dec 23, 2025 - 11:00am to 07:00pm CST
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Fri, Jan 09, 2026 - 09:00am to 05:00pm CST
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Sat, Jan 24, 2026 - 11:00am to 07:00pm CST
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Fri, Feb 13, 2026 - 09:00am to 05:00pm CST
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Tue, Feb 24, 2026 - 11:00am to 07:00pm CST
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Fri, Mar 13, 2026 - 09:00am to 05:00pm CDT
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Tue, Mar 24, 2026 - 11:00am to 07:00pm CDT
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Fri, Apr 10, 2026 - 09:00am to 05:00pm CDT
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Fri, Apr 24, 2026 - 11:00am to 07:00pm CDT
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Fri, May 08, 2026 - 09:00am to 05:00pm CDT
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Thu, May 14, 2026 - 11:00am to 07:00pm CDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For CPAs, EAs, attorneys, and financial planners
Original Recording Date 5/01/25
Course Developer Werner-Rocca Seminars
Date Added to Catalog 05/01/25
Yellow Book
No
Additional Information
Complaint Resolution PolicyPlease 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.