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Live Webcast Replay

2024 Multistate Taxation - Issues and Planning Opportunities


Total Credits: 8 including 8 Taxes - Technical

Average Rating:
   7
Categories:
ACPEN Industry Institute |  Tax |  IRS Approved
Faculty:
Arthur Werner
Course Levels:
Basic
Duration:
8 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Join our course on Multistate Taxation – Issues and Planning Opportunities designed for financial professionals. Learn about crucial topics like nexus implications, state taxable income calculations, and audit defense strategies. Gain practical insights to integrate these considerations into client financial plans effectively. From deciphering complex formulas to understanding state-specific regulations, this course equips you with actionable knowledge to excel in finance. Explore multistate business activities, choice of business entity, and interstate commerce clauses. By course completion, you'll be ready to identify common pitfalls, mitigate risks, and ensure compliance with multistate taxation. Join us and navigate the complexities of finance confidently.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.

Basic Course Information

Learning Objectives
  • Recognize the concept of nexus and its implications for multistate taxation
  • Discuss the calculation methods for determining state taxable income in a multistate context
  • Recall the formulas used in multistate taxation calculations and understand their application
  • Identify considerations for audit defense strategies specific to multistate tax scenarios
  • Describe the impact of state-specific regulations on multistate income taxation
  • Identify potential challenges and opportunities associated with conducting business across state borders
  • List factors influencing the choice of business entity in a multistate operating environment
  • Recognize the significance of interstate commerce clauses in shaping multistate taxation policies
  • Identify common pitfalls and risks associated with non-compliance in multistate taxation
  • Recognize the significance of domicile regarding estate planning and state death tax issues

Major Subjects
  • Multistate Business Activities
  • Nexus and Implications
  • State Taxable Income
  • Business-Related Issues
  • Formulas and Their Application
  • Audit Defense Strategies
  • State Specific Regulations
  • Choice of Business Entity
  • Interstate Commerce Clauses
  • Domicile in relation to State Death Taxation

Course Materials

Faculty

Arthur Werner's Profile

Arthur Werner Related Seminars and Products

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.


Dates

Mon, Jul 29, 2024 - 09:00am to 04:41pm EDT
Wed, Aug 07, 2024 - 10:00am to 05:41pm EDT
Thu, Aug 22, 2024 - 11:00am to 06:41pm EDT
Fri, Sep 13, 2024 - 12:00pm to 07:41pm EDT
Fri, Sep 27, 2024 - 09:00am to 04:41pm EDT
Thu, Oct 03, 2024 - 10:00am to 05:41pm EDT
Sat, Oct 19, 2024 - 11:00am to 06:41pm EDT
Thu, Nov 07, 2024 - 12:00pm to 07:41pm EST
Wed, Nov 20, 2024 - 09:00am to 04:41pm EST
Sat, Dec 07, 2024 - 10:00am to 05:41pm EST
Fri, Dec 13, 2024 - 11:00am to 06:41pm EST
Mon, Dec 23, 2024 - 12:00pm to 07:41pm EST
Fri, Jan 03, 2025 - 09:00am to 04:41pm EST
Fri, Jan 24, 2025 - 10:00am to 05:41pm EST
Thu, Feb 13, 2025 - 11:00am to 06:41pm EST
Wed, Feb 26, 2025 - 12:00pm to 07:41pm EST
Fri, Mar 14, 2025 - 09:00am to 04:41pm EDT
Thu, Mar 27, 2025 - 10:00am to 05:41pm EDT
Sat, Apr 19, 2025 - 11:00am to 06:41pm EDT
Mon, Apr 28, 2025 - 12:00pm to 07:41pm EDT
Wed, May 14, 2025 - 09:00am to 04:41pm EDT
Tue, Jun 03, 2025 - 11:00am to 06:41pm EDT
Wed, Jun 18, 2025 - 12:00pm to 07:41pm EDT
Wed, Jun 25, 2025 - 09:00am to 04:41pm EDT
Sat, May 23, 2026 - 10:00am to 05:41pm EDT

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

CPAs, EAs, and attorneys


Original Recording Date

04/2024


Course Developer

Werner-Rocca Seminars


Date Added to Catalog

02/22/2024


Yellow Book

No


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (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: www.nasbaregistry.org


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 help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Promo Video

Reviews

5
4
3
2
1

Overall:      4.9

Total Reviews: 7

Comments

Ronald M

"Great course"

Kelley W

"Great class one of the best I have taken in some time."

Christopher L

"Excellent! "