Analyzing 1040s for Financial Planning Opportunities
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, December, 19 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

Larry Pon, CPA
Tax Planning Educator
What You'll Learn
Preparing a tax return is an annual ritual that brings a lot of pain to many Americans, but by analyzing your client's 1040, you can find a plethora of valuable financial planning opportunities. In this webinar with CPA Larry Pon, you will learn how to efficiently…