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Tax Planning

How to Find 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.

Because your feedback is vital to our success in serving you, when the course is complete, we ask that you please complete the Course Survey to receive your Certificate of Completion.

Users must complete the course within 180 days after purchase. After 180 days, users retain access to the course, but completion will not be recorded or reported.
Content
  • Course Overview
  • Module 1 - What is the 1040 and What's in it?
  • Module 2 - How do the Filing Status and Dependents Affect the 1040?
  • Module 3 - How are Tax Brackets and Rates Determined?
  • Module 4 pt 1 - How is Income Calculated?
  • Module 4 pt 2 - How is Income Calculated? (continued)
  • Module 5 - How is Adjusted Gross Income Calculated?
  • Module 6 - How is Taxable Income Calculated?
  • Module 7 - What Other Taxes and Credits Should Advisors Learn About?
  • Module 8 - What Else Should Advisors Know About the 1040?
  • Module 9 - How Can Advisors Use Form 1040 to Create a Net Worth Statement?
  • Module 10 - How do Advisors Plan for Different Clients with Different Needs?
  • Capstone
  • Cumulative Survey - Must be completed to receive certificate
  • Thank you!
Completion rules
  • You must complete the units "Capstone, Cumulative Survey - Must be completed to receive certificate"
  • Leads to a certificate with a duration: Forever