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Your client's tax return is a wealth of information to guide the financial planning discussion. Join Larry Pon, CPA to learn how to read a tax return to better understand your client's financial situation to identify planning opportunities.

Larry will cover factors on client's tax return such as:

  1. Dependents
  2. Interest Income
  3. Dividend Income
  4. Capital Gains
  5. Business Income
  6. Rental Income
  7. Medical expenses
  8. Mortgage planning
  9. Charitable planning
  10. State taxes

*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.


Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: