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Live Webcast Replay

2020 Federal Income Tax Update -- Individual

Total Credits: 8.6 including 8.6 Taxes - Technical

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



This course focuses on the filing status pertaining to tax returns. This is not a basic course on taxation. This is primarily focused on key factors that are important during the busy season, in order to put clients in the best position.

More specifically, this lecture is focused mostly on Head of Household issues. Head of Household is significant. The IRS expanded their due diligence and added Head of Household because of misinformation and incorrect positions regarding Head of Household that taxpayers were taking.

This course is packed with information designed to prevent practitioners from signing off on filing statuses that are incorrect. Key areas of note are qualified persons, dependency issues, divorce issues, understanding the concept of temporary absence, the one household rule, and finally multiple support agreements.


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

Basic Course Information

Major Subjects
  • Crowdfunding
  • Social Security Benefits
  • Employee Stock Options
  • Cancellation of Debt
  • Qualified Opportunity Funds
  • Interest Tracing
  • Charitable Contributions
  • Kiddie Tax
  • Residential Energy Efficient Property and Business Energy Credits
  • First-Time Homebuyer Recapture
  • Vehicle Credits

Learning Objectives

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

  • List contributing factors of Head of Household
  • Recognize Qualifying Relatives
  • List varying types of Allocations as they pertain to Co-Owned and Community Property
  • Describe Social Security Benefits
  • Explain Wash Sales
  • Discuss Cancellation of Debt
  • Differentiate between Death and Life Settlements
  • List Medical and Tax Deductions
  • Describe Casualty and Disaster Losses
  • Discuss Paid Family and Medical Leave Credits

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.


Mon, Mar 08, 2021 - 12:00pm to 08:17pm EST
Fri, Mar 19, 2021 - 10:00am to 06:17pm EDT
Tue, Mar 30, 2021 - 10:00am to 06:17pm 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:      4.8

Total Reviews: 18


Gerald T - Humble, Texas

"Excellent presentation, comprehensive!"

Neil D - Pensacola, Florida

"Art Werner is the best!"

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