Checklist Tax Return Review for Personal Financial Planning Needs
Checklist:
A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return
Published on March 24, 2011
Checklist Are Investment Advisory Services Right for You
Checklist:
This checklist can help you evaluate your strengths and weaknesses and identify developmental needs before you move forward with the delivery of IAS services. Access a link to download the checklist...
Published on March 24, 2011
Checklist Tax Return Review for Personal Financial Planning Needs
Checklist:
A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return
Published on March 24, 2011
Checklist for Evaluation Prospective PFP Clients
Checklist:
Use this checklist to evaluate if a new or existing client will benefit for personal financial planning services
Published on March 24, 2011
Checklist Tax Return Review for Personal Financial Planning Needs
Checklist:
A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return
Published on March 24, 2011
Checklist for Evaluating Prospective PFP Clients
Checklist:
Finding new clients is critical to growing a PFP practice. However, finding the right clients is even more important to your success. This tool will help you to evaluate your existing clients for PFP services.
Published on March 24, 2011
3.8% Healthcare Surtax Checklist for Individuals
Checklist:
Use this checklist to address 3.8% Medicare surtax issues and planning strategies for individuals
Published on October 17, 2012
Financial Estate Planning Checklist
Checklist:
CPAs can use this checklist to aid in developing a financial and estate plan with individual clients
Published on October 21, 2011
3.8% Healthcare Surtax Checklist for Estates and Trusts
Checklist:
Use this checklist to address 3.8% Medicare surtax issues and planning strategies for trusts and estates
Published on October 17, 2012
Client Fact Finder
Checklist:
CPAs can use this checklist to assist individual clients in organization important information about their estate plan
Published on October 21, 2011
Analysis of a Tax Return for Personal Financial Planning
Checklist:
Use this checklist developed by leading CPA financial planners to find planning opportunities in your tax practice
Published on March 20, 2013
Tax Return Checklist
Presentation:
Financial planners will explain how you can use your tax return to create a comprehensive financial plan.
Published on April 22, 2013
Year-End Insurance Planning
Webcast:
Make the most of your year-end planning meetings with clients by ensuring their planning and related insurance policies are in order. Join Lee Slavutin as he shares the key considerations to address with your clients now.
Published on January 28, 2011
Top Reasons Why Your Individual Clients Should Be Seeking Your Advice on Financial and Estate Planning Considerations
Webcast:
With all of the legislative activity around estates over the last year, now is the opportune time for advisers to help clients make critical financial and estate planning decisions. Clients are frustrated with tax uncertainty and stressed by economic turmoil. Clients need to plan now more than ever but most
Published on October 25, 2011
Portfolio Rebalancing What CPA Financial Planners Need to Know About Tax Traps and Opportunities
Webcast:
This seminar gives you practical tips and simple techniques for managing your clients' portfolios.
Published on September 01, 2011