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Investment Planning from the Tax Return

Jan 17, 2016 4:10pm ‐ Jan 17, 2016 5:00pm

Credits: None available.


As a CPA you have a significant advantage when it comes to offering financial solutions to your clients- an advantage that many financial planners would love to have. So, whats the advantage? The 1040.  Participants will be able to:
- Demonstrate what data to analyze when evaluating a client's Form 1040 to develop their financial planning recommendations. 
- Identify suitable investment and tax reduction strategies that meet their client's overall financial goals.
- Effectively communicate their findings and appropriate solutions to clients. 



  • 0.00 - Tax

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