As a tax professional, you’re often caught in a dilemma: Your client does not view you as a tax planner but as a compliance specialist who prepares tax returns. In other words, you’re typically addressing a client’s financial past. Thanks to the Tax Cuts and Jobs Act of 2017, you need to be helping clients understand the future—the positive and negative effects of the new law—before it’s too late to implement a smart planning strategy.
Reinvent yourself and the services you can provide to clients with help from tax expert Arthur Joseph Werner. In this in-depth two-day webinar, Werner will review and unravel the complexities of the new legislation and teach you how to advise a client, well prior to tax season, to adjust to the Act. You’ll learn new tax rates, deduction changes, sunset provisions, and alimony details—as well as issues affecting everything from fringe benefits to estate and gift taxes.
This course will cover the various opportunities available to clients in the areas of individual tax planning, business tax planning, estate planning, financial planning, asset protection planning, and retirement planning. At the end of this eight-hour presentation, you’ll be very comfortable with your ability to give total integrated planning advice to their clients.
Here is just a taste of what these sessions will cover:
NASBA & IRS Category of Study: Taxes
Who Should Attend
- Vicki M. Lambert
Arthur Joseph Werner, JD, MS (Taxation), 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. His lecture topic specialties extensively include the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants, Enrolled Agents, Attorneys, Insurance Agents, and Financial Planners, and has presented well in excess of... More Info
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