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Tax return insights for smart planning

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Webcast or Webinar

Online, ON 00000

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1.5 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.

    • Non-Member Price $118.00

    Member Price $99.00

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