This PFP Section webcast is designed to guide practitioners through the planning opportunities found in an individual tax return.
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
BENEFITS
Review a tax return to identify financial planning opportunities
Considerations in planning from a review of the tax returnHIGHLIGHTS
- 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.
PREREQUISITES
none