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We Need to Plan – NOW! (Mid-Year Income Tax Planning Update)

Total Credits: 2 including 2 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  IRS Approved |  Tax
Arthur Werner
Course Levels:
2 Hrs


Many clients were disappointed with the “results” of their 2018 tax return.  These clients had expectations (specifically, a lower income tax bill) that were not met.  Had the client utilized their practitioner for tax planning services in addition to their normal tax compliance services, the tax results would have been better.  This course teaches the practitioner how to create “work-arounds” that will allow the client to take advantage of the changes to the Internal Revenue Code made by the Tax Cuts and Jobs Act of 2017.


**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

Basic Course Information

Learning Objectives
  • To provide practitioners with an understanding of many “work-arounds” that will allow the client to take advantage of the changes to the Internal Revenue Code made by the Tax Cuts and Jobs Act of 2017

Major Subjects
  • Review of Pertinent Legislation
  • Medical Deduction “Work-Arounds”
  • Tax Deduction “Work-Arounds”
  • Interest Deduction “Work-Arounds”
  • Charitable Deduction “Work-Arounds”
  • Miscellaneous Deduction “Work-Arounds”
  • Business Issues
  • Estate and Gift Planning Issues

Course Materials


Arthur Werner Related seminars and products: 27

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, and other Tax Practitioners
Original Recording Date 02/25/2019
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 02/18/2019

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (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:
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 if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video



Overall:      4.6

Total Reviews: 28


Ivan M - El Paso, Texas

"Really enjoy the Art Werner seminars and hope you expand on them. He has mentioned Portability in several courses. Mentioned might do a business aspect "workaround"--which I think would be good."

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