2025 Mid – Year Tax Update: Planning for Businesses
Total Credits: 4 including 4 Taxes - Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Tax | IRS Approved
- Faculty:
- Arthur Werner
- Course Levels:
- Update
- Duration:
- 4 Hours
- License:
- Expires 30 day(s) after program date.
Description
The new administration has proposed significant tax policy changes that may impact individual taxpayers and financial planning strategies. This course provides tax practitioners with essential updates on recent legislation, regulatory changes, and potential future reforms. Participants will explore the implications of proposed tax cuts, adjustments to Social Security and retirement taxation, and potential modifications to deductions and credits. The course also examines ongoing discussions about IRS restructuring and the expansion of tax incentives for American businesses and families.
With a focus on practical strategies, this course equips tax professionals with the tools to help clients prepare for these changes before year-end. Whether addressing Form 1040 issues, capital gains planning, or income and estate tax considerations, participants will gain insights to help clients make informed decisions.
*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 kori.herrera@acpen.com
Basic Course Information
Learning Objectives- Analyze major changes to the Internal Revenue Code affecting business taxation.
- Develop tax planning strategies to optimize clients' business operations under current tax laws.
- Evaluate potential tax changes under the new administration and their implications for businesses.
- Advise clients on employee classification, compensation, and retirement plan considerations.
- Explain business-specific tax issues, including depreciation, start-up expenses, and home office deductions.
- Assess compliance requirements related to penalties, health insurance, and business use of vehicles.
Major Subjects
- Legislative changes affecting business tax planning
- Depreciation, start-up expenses, and profit motive considerations
- Employee classification, compensation, and benefits
- Business use of home, vehicle, and meals/entertainment deductions
- Cryptocurrency taxation and cannabis industry tax concerns
- Section 199A deduction and penalties related to business operations
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| IRS Credit Request Form (267 KB) | Available after Purchase | ||
Faculty
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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Wed, Jun 18, 2025 - 09:00am to 01:00pm EDT
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Mon, Jun 30, 2025 - 02:00pm to 06:00pm EDT
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Thu, Jul 10, 2025 - 05:00pm to 09:00pm EDT
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Fri, Jul 18, 2025 - 09:00am to 01:00pm EDT
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Mon, Aug 18, 2025 - 11:00am to 03:00pm EDT
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Sat, Aug 30, 2025 - 02:00pm to 06:00pm EDT
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Thu, Sep 11, 2025 - 05:00pm to 09:00pm EDT
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Thu, Sep 18, 2025 - 09:00am to 01:00pm EDT
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Sat, Oct 18, 2025 - 11:00am to 03:00pm EDT
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Thu, Oct 30, 2025 - 02:00pm to 06:00pm EDT
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Thu, Nov 13, 2025 - 05:00pm to 09:00pm EST
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Tue, Nov 18, 2025 - 09:00am to 01:00pm EST
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Thu, Dec 18, 2025 - 11:00am to 03:00pm EST
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Tue, Dec 30, 2025 - 02:00pm to 06:00pm EST
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Thu, Jan 08, 2026 - 05:00pm to 09:00pm EST
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Mon, Jan 19, 2026 - 09:00am to 01:00pm EST
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Wed, Feb 18, 2026 - 11:00am to 03:00pm EST
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Sat, Feb 28, 2026 - 02:00pm to 06:00pm EST
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Thu, Mar 12, 2026 - 05:00pm to 09:00pm EDT
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Wed, Mar 18, 2026 - 09:00am to 01:00pm EDT
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Sat, Apr 18, 2026 - 11:00am to 03:00pm EDT
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Tue, Apr 28, 2026 - 02:00pm to 06:00pm EDT
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Additional Info
Basic Course Information
Prerequisites Basic understanding of individual taxationAdvanced Preparation None
Designed For CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Original Recording Date 06/01/25
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.