Tax Season Resources
Overview:
Obtain access to Personal Financial Planning Section resources that relate to tax planning
Published on March 20, 2013
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 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 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
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
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
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
2011 Series Take Charge Your Money. Your Life.
Webcast:
Learn how to use your tax return to create a comprehensive financial plan in this web seminar and supplemental resource materials
Published on May 03, 2013
Roth Education Series - Part 2
Webcast:
With tax rates increasing in 2011 across the board coupled with the new 3.8% surtax that will be introduced in 2013, Roth conversion planning in 2010 becomes even more important...
Published on April 08, 2011
Top Reasons Why Your Individual Clients Should Be Seeking Your Advice on Financial and Estate Planning Considerations
Webcast:
...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
Building a Successful PFP Practice Exhibits
Toolkit:
A selection of exhibits from the ?Building a Successful PFP Practice? web seminar. Provided is an example of a tax client conversion worksheet, a marketing calendar, a checklist for financial planning, client meeting report, and more
Published on February 01, 2010
The Practical Side of Roth Conversion Planning
Webcast:
Listen to Robert Keebler, Steve Bigge and Lyle Benson share insight on Roth IRA conversion in this web event recording and download useful resources to assist your clients in the decision-making process.
Published on April 08, 2011
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
Roth Education Series - Part 3
Webcast:
With tax rates increasing in 2011 across the board coupled with the new 3.8% surtax that will be introduced in 2013, Roth conversion planning in 2010 becomes even more important...
Published on April 08, 2011
Tax Planning
Overview:
Income Tax Planning has implications in all areas of Personal Financial Planning. Find out more about Income Tax Planning in the context of Personal Financial Planning
Published on January 18, 2011