Mid-Year Tax Strategies: Business Planning and the One Big Beautiful Bill Act
Online
4.00 Credits
Member Price $160.00
Price will increase by $20 after 6/2
Non-Member Price $225.00
Price will increase by $20 after 6/2
Overview
This course is designed for tax practitioners seeking to update their knowledge of business income taxation and provide timely, effective tax planning advice to clients before year-end. Participants will receive an extensive review of key business tax issues for the current tax year, including updates to the Internal Revenue Code (IRC) with emphasis on the proposed One Big Beautiful Bill Act (OBBBA). The course also covers expected tax changes under the current administration, helping practitioners prepare clients for how these developments may affect business operations. With a practical focus, this session equips professionals to navigate important topics such as employee classification, depreciation, compensation, and common deductions. Attendees will leave with actionable strategies to help business clients make informed tax decisions and remain compliant with evolving laws.
Objectives
- Discuss major changes to the Internal Revenue Code due to recent business tax legislation, including OBBBA.
- Identify tax planning strategies to optimize clients' business operations under current tax laws.
- Analyze potential business tax changes from the current administration.
- Advise clients on employee classification, compensation, and retirement plan issues.
- Explain business-specific tax matters like depreciation, start-up expenses, and home office deductions.
- Advise clients in handling penalties, health insurance issues, and business use of vehicles.
Highlights
- Discuss major changes to the Internal Revenue Code due to recent business tax legislation, including OBBBA.
- Identify tax planning strategies to optimize clients' business operations under current tax laws.
- Analyze potential business tax changes from the current administration.
- Advise clients on employee classification, compensation, and retirement plan issues.
- Explain business-specific tax matters like depreciation, start-up expenses, and home office deductions.
- Advise clients in handling penalties, health insurance issues, and business use of vehicles.
Designed For
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Prerequisites
Basic understanding of business taxation.
Preparation
None
Notice
To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange "Launch Event" button.
Leader(s):
Leader Bios
Arthur Werner, President, 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 a former 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 more than 3000 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.
Non-Member Price $225.00
Member Price $160.00