2020 Federal Income Tax Update — Individual

Salepage : 2020 Federal Income Tax Update — Individual
Archive : 2020 Federal Income Tax Update — Individual Digital Download
Delivery : Digital Download Immediately

This course examines the filing status of tax returns. This is not a fundamental taxes course. This is largely focused on crucial variables that are critical throughout the busy season in order to place clients in the best possible position.

This lecture is primarily concerned with topics concerning the Head of Household. The position of Head of Household is crucial. Because of misconceptions and improper views taken by taxpayers over Head of Household, the IRS broadened its due diligence and added Head of Household.

This course is jam-packed with material meant to keep practitioners from signing off on improper filing statuses. Qualifications, dependence difficulties, divorce issues, comprehending the notion of temporary absence, the one-household rule, and finally various support agreements are all important considerations.

**Please Note: If you want IRS credit for this IRS-approved program (8 CE Hours only), please download the IRS CE request form from the Course Materials Tab and email it to leighanne.conroy@acpen.com.

Fundamental Course Information

Major Topics

Social Security Benefits Crowdfunding
Stock Options for Employees
Debt Qualified Opportunity Funds are being canceled.
Charitable Contribution Interest Tracing
Residential Energy Efficient Property Credits and Business Energy Credits
Vehicle Credits for First-Time Homebuyers

Objectives of Learning

You will be able to do the following at the conclusion of this course:

List the variables that contribute to the Head of Household.
Recognize Qualification Relatives
List the many forms of Allocations that apply to Co-Owned and Community Property.
Explain Social Security Benefits
Describe Wash Sales
Debt Cancellation Discussion
Distinguish between Death and Life Settlements.
Medical and tax deductions should be noted.
Describe the losses caused by casualties and natural disasters.
Talk about Paid Family and Medical Leave Credits.

Werner-Rocca Seminars, Ltd.’s president and sole shareholder is Arthur Joseph Werner, JD, MS (Taxation). Mr. Werner’s lecture topic specialities include high-net-worth individuals’ business, tax, financial, and estate planning. Mr. Werner is also an adjunct professor of taxes at Philadelphia University’s Master of Science in Taxation program. Mr. Werner graduated from Widener University with a B.S. in Accounting and an M.S. in Taxation. He graduated from the Delaware Law School with a J.D.

Mr. Werner has given over 2500 eight-hour seminars to Certified Public Accountants and Financial Planners in the fields of Estate Planning, Financial Planning, and Estate and Gift Taxation during the last twenty-five years, as well as countless webinars and video presentations. Mr. Werner has received the Pennsylvania Institute of Certified Public Accountants’ highest rating for speaker knowledge in his home state of Pennsylvania, as well as 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.

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