How to Use Your Client's Tax Return to Provide Valuable Financial Advice
Learn how you can use your client's tax return to gain a snapshot of their financial situation and offer advice that goes beyond taxes.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1
Instructor
Christopher Benson, Timothy M. Todd, Carolyn Larsen-Wieber
Availability
3 months
Product Number
WC3431541
Are your clients asking questions that go beyond taxes?
There is an increased demand of personal financial planning services in areas such as retirement, estate, risk management and investments. CPAs are needed as trusted advisers.
Part 1 of this 2-part webcast series will help you develop a closer relationship with clients by covering all of their financial planning needs, including:
- Planning considerations related to the potential tax law changes
- Key issues to consider as you prepare, review and discuss tax returns
- Implementing a checklist developed by leading CPA financial planners to identify opportunities
Key Topics
- Using Form 1040 as a guide to uncover planning opportunities for clients
- Tax, retirement, estate and other financial planning ideas to protect your client’s overall financial situation
Learning Outcomes
- Recognize planning ideas to highlight as you review clients' tax returns.
- Determine how to provide advice to clients that goes beyond tax compliance.
- Identify planning considerations in light of potential tax law changes.
Who Will Benefit
- CPAs
- Financial planners
- Tax professionals
- Other qualified professionals
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