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art werner: turn tax prep into tax advisory | quick tax tip

show clients the value of tax planning.

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quick tax tip
with art werner
cpe today

every cpa and ea, as well as other tax professionals, should attend at least one federal tax update program annually. it’s like stretching or warming up before intense exercise.

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a tax update serves two main purposes and demonstrates your value:

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art werner: navigating business structure decisions amid tax law changes | quick tax tip

upcoming tax law adjustments could significantly impact clients’ business structure decisions.

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quick tax tip
with art werner
cpe today

we are anticipating changes to tax laws that could significantly impact clients, either positively or negatively, depending on the structure of their businesses.

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one major consideration is the type of business entity the client operates. the options include sole proprietorships, partnerships, and corporations. within corporations, there are further distinctions: c corporations or those that have made an s election.

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art werner: preparing for the tax cuts and jobs act to expire | quick tax tip

expect tax hikes and lost deductions.

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quick tax tip
with art werner
cpe today

as the end of 2024 draws closer, tax advisors and taxpayers should prepare for major changes that could significantly impact tax bills. art werner highlights an upcoming challenge: the scheduled expiration of the tax cuts and jobs act (tcja), which was signed into law in 2017 and brought significant tax breaks and lower tax rates.

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like many tax laws, the tcja was designed to “self-destruct,” meaning its provisions will sunset at the close of 2025 unless congress takes action.

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podcast

art werner: new issues in qualified plans and iras | quick tax tip

new legislation on qualified plans and iras can help accountants grow their practices.

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quick tax tip
with art werner
cpe today

the world of qualified plans and iras has been flooded with legislative updates, and many accountants are still catching up with secure act 1.0, let alone the more recent secure act 2.0.

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as 2020 introduced both the covid-19 pandemic and a slew of legislative shifts, accountants found themselves grappling with the dual challenge of pandemic-related legislation and the original secure act. many missed the chance to fully understand and implement the updates from secure 1.0, and now, with secure 2.0, the tax planning landscape has become even more complex.

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art werner: tax planning based on form 1040 | quick tax tip

sit with clients early and address good and bad financial situations to help them make smart tax decisions.

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quick tax tip
with art werner
cpe today

in the latest episode of *quick tax tips*, art werner sheds light on the crucial role of proactive tax planning, especially when dealing with individual clients and their form 1040 filings. as werner puts it, “tax planning is about maneuvering the tax code to lighten the load and maybe even look for a silver lining.”

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for tax professionals, it’s all about understanding every detail on form 1040 and advising clients before tax season hits full swing. too often, clients arrive in february or march with a shoebox full of receipts, leaving tax advisors to prepare returns based merely on past actions. “what you’re giving them is a history lesson,” werner warns. but the real value lies in working with clients ahead of time—offering them the guidance they need to lower their tax burdens when it matters most.

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art werner: estate planning strategies | quick tax tip

your job? protect your client and your client’s future.

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quick tax tip
with art werner
cpe today

by definition, estate planning isn’t just estate planning. it also involves asset protection and tax planning.

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estate planning should be an integrated approach. it’s more than just handing a client a will or a trust. as a cpa, you’re going to be giving great advice on how to reduce taxes and how to build and protect someone’s wealth. the real trick to estate planning is to make sure that it doesn’t conflict with all the other areas that the client has, and, at the same time, protects the client and his children and grandchildren, as well as any other family member that they need to protect.

featured video

art werner: post-mortem estate planning | quick tax tip

it’s never too late.
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quick tax tip
with art werner

so, ladies and gentlemen, what does post-mortem mean? you know, it means after death.

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so, how can you do an estate plan after a person dies?

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art werner: strategies in charitable giving | quick tax tip

unveil financial and estate planning techniques.

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quick tax tip
with art werner
cpe today

charitable planning is more than just saying, “i think i’ll favor my favorite charity with an annual donation.”

charitable planning goes well beyond that. charitable planning deals with the estate of an individual and maybe how we will direct assets upon death, but it also deals with how we direct assets while alive to accomplish the personal and human needs of that client. there are many ways of doing it. it can be as simple as making a gift or as complex as establishing a charitable remainder trust and any avenue.

we’ll be looking at ways to make it as effective and efficient in the tax area as well as the human needs area.

news

art werner: what the corporate transparency act means for accountants

a crucial guide for you and your clients.

by art werner
werner-rocca ltd.

concern is starting to be expressed by many cpas as to what their responsibilities are regarding the corporate transparency act. clients, if they haven’t done so already, will be expressing their own concerns and frustrations.

what compliance issues are on our client’s horizon, and where does the cpa fit in regarding the cta? cpas and tax professionals need to know how to advise their clients in this new regulatory era of the cta.

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the corporate transparency act mandates that a business entity must disclose who the beneficial owners of the business entity are. corporations, partnerships, professional corporations, and limited liability entities are all subject to the cta. the purpose of the cta legislation is to assist the financial crimes enforcement network in identifying entities that may be involved in money laundering, terrorism, tax evasion, organized crime, and/or other illegal activities.

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