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Live Webcast Replay

2020 Federal Income Tax Update -- Business

Total Credits: 8.2 including 8.2 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  IRS Approved |  Tax
Arthur Werner
Course Levels:
8.2 Hrs
Access for 30 day(s) after program date.



The next four parts of this course entail the logistics of Third-Party Settlements, Employee Retention, Section 199A and Educators Above-The-Line Deductions, and many other tax specifics. The forms associated with these various tax elements may seem complicated, but this course will educate you on the nuances of navigating these and other tax categories.

The goal is to put you as the practitioner in a position where you can answer questions, make recommendations, and advise your clients accordingly, putting them at ease. It is expected to be a busy upcoming tax season. The information in this course will aid you in educating clients of their filing options and ensure they properly ascertain their financial position and qualifying factors during tax time.

These courses may be taken à la carte or as a full program.

**Please Note:  If you need credit reported to the IRS for this IRS approved program (8 Hours Only), please download the IRS CE request form on the Course Materials Tab and submit to

Basic Course Information

Major Subjects
  • Qualified Business Income (QBI)
  • Travel or Business Aggregation
  • Failed Business Expenses
  • Depreciation
  • Deferral of Employer Payroll Taxes
  • Estate and Gift Planning
  • Roth IRA
  • Unreimbursed Medical Exception
  • Qualified Tuition Plans

Learning Objectives

At the end of this course, you will be able to:

  • Explain Section 199A o List Qualified Business Income (QBI) exclusions o Differentiate aspects of Statutory Independent Contractors
  • Define Passive Activity relating to Real Property Rentals o Associate appropriate entities with the Self-Employment (SE) Tax
  • Recite considered Disability Exceptions
  •  Describe the U.S. Savings Bonds Education Exclusion

Course Materials


Arthur Werner Related seminars and products: 19

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.


Tue, Mar 16, 2021 - 09:00am to 04:48pm EDT
Thu, Mar 25, 2021 - 12:00pm to 07:48pm EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, and other tax professionals
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 12/2020
Original Recording Date 12/2020

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.



Overall:      4.6

Total Reviews: 15


Neil D - Pensacola, Florida

"Art is the best! Looking forward to taking the Federal update for individuals next week."

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