Tax return insights for smart planning

Tuesday, April 29 12:00pm - 1:30pm CDT

Webinar

1.50 Credits

Member Price $99.00

Non-Member Price $118.00

Overview

This PFP Section webcast provides tools, strategies and concepts to leverage in your practice to help you meet your clients’ needs.

The session will cover:

Using a tax return to kickstart your services with a new client

Recognizing points from a tax return that should be evaluated annually

Using the personal income tax return as a planning tool

Reviewing investment strategies to maximize tax efficiency

Understanding why it is critical to be the trusted adviser for your clients

Highlights

Review a tax return to identify financial planning opportunities

Considerations in planning from a review of the tax return

Prerequisites

none

Designed For

Tax professionals who serve individual clients

CPA financial planners and other professional financial planners

Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services

Objectives

Identify tax, retirement, estate, investment and risk management planning areas for clients from the tax return.
Distinguish your client relationships by helping to identify their financial needs.
Recognize value-driven financial solutions that demonstrate your commitment to your clients' financial success.

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by AICPA.