Unlocking Tax Planning Opportunities with Your Return
What You'll Learn
Staying on top of tax changes is essential for effective financial planning. Join us for an in-depth webinar exploring the latest updates to the 1040 tax form for the upcoming tax season. Join CPA Larry Pon for a review of key changes, common pitfalls, and planning strategies that financial…
Tom Dickson
Financial Experts Network
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Staying on top of tax changes is essential for effective financial planning. Join us for an in-depth webinar exploring the latest updates to the 1040 tax form for the upcoming tax season. Join CPA Larry Pon for a review of key changes, common pitfalls, and planning strategies that financial advisors can use to maximize opportunities for their clients. From navigating new deductions and credits to identifying red flags that could trigger an audit, this session is packed with actionable insights. You’ll also learn how to use your client’s tax return as a roadmap for proactive planning that supports long-term financial goals.
CE Credits: This program has been submitted for approval for 2.0 CE credits for CFP designation.
Key Takeaways:
- Understanding recent changes to the 1040 and their implications.
- How to identify hidden planning opportunities in a client’s tax return.
- Strategies to minimize tax liabilities and optimize cash flow.
- Common mistakes to avoid when reviewing tax returns.
Equip yourself with the tools to turn the 1040 into a powerful planning resource for your clients. Don’t miss this essential webinar!
*CE/CPE Eligible: 2.0 CE credits are available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 2.0 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: www.nasbaregistry.org.