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AICPA ENGAGE 2018

PFP18ER07 - Financial Planning Ideas from Inside the 1040


Jun 12, 2018 7:00am ‐ Jun 12, 2018 7:50am


Standard: $49.00

Description

Learn how to apply practical planning to common issues and opportunities seen when reviewing clients’ tax returns.

Learning objectives:

• Understand planning opportunities you can identify from a cursory 1040 review.

• Learn and understand the impact of NOL carryforwards, capital loss carryforwards, proper reporting of Form 8606, and proper deduction of investment management fees.

Speaker(s):

Tags: PFP

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