We believe that the Form 1040 is the best source for uncovering investment planning opportunities for clients. This session is tailored for PFP CPA’s who want to leverage their tax practice to build an investment practice. In addition, we will demonstrate what data to analyze and what questions to ask when evaluating a client’s Form 1040 in order to develop your investment planning recommendations. This session will focus on 3 pillars to help grow your practice, integrating technology, estate planning, and planning for high net worth clients. We will also discuss solutions to meet these needs and then demonstrate how to most effectively communicate to clients your findings and appropriate solutions.
Manager, Wealth Management,
HD Vest Financial Services