Strategies for Guiding Clients Through Challenging Situations: Tax Insights

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Instructor

Art
Werner

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Art Werner, J.D., M.S.

Bio

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.

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.

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 Topics

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

CPE Credits Available

8 CPE Credits

8: Taxes

Things to Know About This Course

Course Level

Intermediate

Professional Area of Focus

Taxes

Advanced Preparation

None

Intended Audience

CPAs, EAs, attorneys, and financial planners

Provider

ACPEN

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