Tax return insights for smart planning
This PFP Section webcast is designed to guide practitioners through the planning opportunities found in an individual tax return.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Basic
CPE Credits
1.5
Instructor
Melissa Linn
Availability
3 months
Product Number
WC4838907
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
Key Topics
- Review a tax return to identify financial planning opportunities
- Considerations in planning from a review of the tax return
Learning Outcomes
- 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.
Who Will Benefit
- 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
This event is CFP-eligible
PCPS members save 20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!
Group ordering for your team
2 to 5 registrants
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US customers call 1-800-634-6780 (option 1)
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