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Tax Planning

How to Find Financial Planning Opportunities When Reviewing a Tax Return


Description
Learn how to navigate a client's tax return and gain insights into how to better spot planning ideas and opportunities.

Eligible for 6 Hours of CE.
Content
  • Course Introduction and Overview
  • Course Overview
  • Reporting Continuing Education (CE)
  • Introduction Survey
  • Course Introduction Handout
  • Course Workbook
  • Wrigley Family Profile
  • Resource Center
  • Module 1
  • Workbook
  • What is the 1040 and what’s in it?
  • Module 1 Survey
  • Optional Activities & Questions
  • Module 2
  • Workbook
  • How do the filing status, & dependents affect the 1040?
  • Module 2 Survey
  • Optional Activities & Questions
  • Module 3
  • Workbook
  • How are tax brackets and rates determined?
  • Module 3 Survey
  • Optional Questions & Activities
  • Module 4
  • Part 1: Workbook
  • Part 1: How is Income Calculated?
  • Part 2: Workbook
  • Part 2: How is Income Calculated?
  • Module 4 Survey
  • Part 1: Optional Questions & Activities
  • Part 2: Optional Questions & Activities
  • Module 5
  • Workbook
  • How is Adjusted Gross Income (AGI) Calculated?
  • Module 5 Survey
  • Optional Questions & Activities
  • Module 6
  • Workbook
  • How is Taxable Income Calculated?
  • Module 6 Survey
  • Optional Questions & Activities
  • Module 7
  • Workbook
  • What other taxes and credits should advisors learn about?
  • Module 7 Survey
  • Optional Questions & Activities
  • Module 8
  • Workbook
  • What else should advisors know about the 1040?
  • Module 8 Survey
  • Optional Questions & Activities
  • Module 9
  • Workbook
  • How can advisors use the 1040 to create a net worth statement?
  • Module 9 Survey
  • Module 10
  • Workbook
  • How do advisors plan for different clients with different needs?
  • Module 10 Survey
  • Capstone
  • Capstone
  • Cumulative Survey
  • Thank you!
Completion rules
  • You must complete the units "Capstone"
  • Leads to a certification with a duration: Forever