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, listeners learned how to efficiently read a tax return and find financial planning guidance for their clients.
12.19.2023 - 1040
Analyzing 1040s for Financial Planning Opportunities
Presented by Larry Pon, CPA