Webinar Registration

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
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Larry Pon
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…

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What You'll Learn
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Webinar Description

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 read a tax return and find financial planning guidance for our clients by covering the following:

I. The 1040 Form: A Gateway to Client Insights (10 minutes)

Understanding the structure of Form 1040

Key lines to review and what they tell us about the client

Recognizing income patterns and their implications

II. Schedule A – Deductions and Financial Behavior (10 minutes)

Analyzing itemized deductions for financial habits

Opportunities for mortgage interest and charitable contribution strategies

Uncovering potential for debt restructuring and philanthropic advising

III. Schedule B – Interest and Dividends (10 minutes)

Interpreting interest and dividend income for investment strategies

Assessing the diversification and risk profile of a client’s portfolio

Identifying opportunities for tax-efficient investing

IV. Schedule D – Capital Gains and Losses (10 minutes)

Capital gains analysis for asset turnover and tax-loss harvesting opportunities

Strategies for balancing portfolio growth and tax implications

V. Schedule E – Supplemental Income and Loss (10 minutes)

Real estate income and deductions as indicators for property investment advice

Passive activity losses and their role in tax planning and investment strategies

VI. Identifying Retirement Planning Opportunities (10 minutes)

Contributions and distributions: Signals for retirement planning

Roth conversions and retirement income stream planning

VII. Advanced Topics and Strategies (10 minutes)

Alternative Minimum Tax (AMT) considerations

Self-employment and small business income analysis for business planning

Estate and gift tax insights for legacy planning

 

 

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

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: www.nasbaregistry.org.