Tax return insights for smart planning - Nebraska Society of CPAs

The item(s) you are attempting to remove has already been removed from your cart.

Overview

This PFP Section webc

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

Course Instructor: Melissa Linn

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 provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by AICPA (do_not_reply@on24event.com). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.