Strategies for Guiding Clients Through Challenging Situations: Tax Insights
Overview
In this comprehensive course, practitioners gain a deep understanding of strategic planning considerations and potential hurdles encountered when clients face difficult circumstances. Delving into an array of scenarios often classified as "challenging," the course offers tax insights. From divorce and personal bankruptcy to intricate personal relationship matters, participants will equip themselves to adeptly guide clients through these challenging scenarios by understanding the tax implications.
Highlights
- Navigating the tax and non-tax dimensions of divorce.
- Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.
- Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.
- Grasping the intricacies of support considerations for spouses and former spouses.
- Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.
- Delving into the business implications in instances of business dissolution.
- Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
Prerequisites
None
Designed For
CPAs, EAs, attorneys, and financial planners
Objectives
- Identify and address the diverse tax and non-tax intricacies associated with various scenarios that clients perceive as "challenging."
Preparation
None
Leader(s):
Leader Bios
Art Werner, Werner-Rocca Seminars Ltd
Arthur Joseph Werner, Esquire, is currently a shareholder in the law firm of Werner & Rocca, P.C., and in the lecture firm of Werner, Rocca & Susman Seminars, Ltd. Mr. Werner’s areas of practice include business, tax, financial, and estate planning for high net worth individuals. In addition to the practice of law, 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. A member of the Pennsylvania Bar, 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 500 eight-hour seminars over the past decade. Over the past ten 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.
Non-Member Price $275.00
Member Price $225.00