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.