Strategies for Guiding Clients Through Challenging Situations: Tax Insights
Total Credits: 8 including 8 Taxes - Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Tax | IRS Approved
- Faculty:
- Arthur Werner
- Course Levels:
- Basic
- Duration:
- 8 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
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.
**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- Identify and address the diverse tax and non-tax intricacies associated with various scenarios that clients perceive as "challenging."
Major Subjects
- 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.
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| irs-ce-credit-request-form (344.5 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 - 09:30am to 05:30pm EDT
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Fri, Jul 11, 2025 - 11:00am to 07:00pm EDT
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Wed, Jul 16, 2025 - 09:30am to 05:30pm EDT
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Wed, Aug 20, 2025 - 09:30am to 05:30pm EDT
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Thu, Aug 21, 2025 - 12:00pm to 08:00pm EDT
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Thu, Sep 11, 2025 - 11:00am to 07:00pm EDT
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Wed, Sep 17, 2025 - 09:30am to 05:30pm EDT
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Wed, Oct 15, 2025 - 09:30am to 05:30pm EDT
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Thu, Oct 16, 2025 - 12:00pm to 08:00pm EDT
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Fri, Nov 14, 2025 - 11:00am to 07:00pm EST
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Wed, Nov 19, 2025 - 09:30am to 05:30pm EST
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Wed, Dec 17, 2025 - 09:30am to 05:30pm EST
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Thu, Dec 18, 2025 - 12:00pm to 08:00pm EST
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Sat, Jan 10, 2026 - 11:00am to 07:00pm EST
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Wed, Jan 21, 2026 - 09:30am to 05:30pm EST
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Wed, Feb 18, 2026 - 09:30am to 05:30pm EST
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Thu, Feb 19, 2026 - 12:00pm to 08:00pm EST
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Wed, Mar 11, 2026 - 11:00am to 07:00pm EDT
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Wed, Mar 18, 2026 - 09:30am to 05:30pm EDT
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Wed, Apr 15, 2026 - 09:30am to 05:30pm EDT
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Thu, Apr 16, 2026 - 12:00pm to 08:00pm EDT
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Mon, May 11, 2026 - 11:00am to 07:00pm EDT
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Wed, May 20, 2026 - 09:30am to 05:30pm EDT
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Wed, Jun 17, 2026 - 09:30am to 05:30pm EDT
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Thu, Jun 18, 2026 - 12:00pm to 08:00pm EDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For CPAs, EAs, attorneys, and financial planners
Original Recording Date 05/01/25
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.