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Individual Miscellaneous Issues: 2020 Federal Income Tax Update – Individual

Total Credits: 2.2 including 2.2 Taxes - Technical

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



This course is apart of the 2020 Federal Income Tax Update.

This course discusses the various types of financial and property losses some clients may encounter during the tax year. These losses are explained with great detail and are categorized in a way that clearly demonstrates how you as the practitioner can help your client navigate the itemization process and account for loss reimbursements.

Additionally, we discuss Savers, Adoption, and Pension Start-Up credits for which your client may qualify. It is important to understand the particulars surrounding these credits so you may properly advise your client of eligibility.

The information in this course will aid you as the practitioner in educating clients of their filing options and ensure they properly ascertain their financial position and qualifying factors during tax time.

**Please Note:  If you need credit reported to the IRS for this IRS approved program (2 Hours Only), please download the IRS CE request form on the Course Materials Tab and submit to

Basic Course Information

Major Subjects
  • Casualty, Disaster, & Ponzi Scheme Losses
  • Ponzi Scheme Losses
  • Kiddie Tax
  • Child & Dependent Care Credits
  • Adoption Credit

Learning Objectives

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

  • List rules qualifying for Performing Arts deductions
  • Explain Casualty & Disaster Loss Reimbursements
  • Apply Form W-2G pertaining to Gambling Losses
  • Differentiate between Repayments of Business and Non-Business Income
  • Recite costs qualifying for Residential Energy Efficient Property Credits 

Course Materials


Arthur Werner Related seminars and products: 26

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, Feb 02, 2021 - 12:00pm to 02:06pm EST
Thu, Feb 11, 2021 - 12:30pm to 02:36pm EST
Wed, Feb 17, 2021 - 02:00pm to 04:06pm EST

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:      5

Total Reviews: 2

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