The Power of Form 1040: Identifying Key Financial Planning Opportunities
Session details
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- 2026-02-12T19:08:03.840Z
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- 2026-02-12T19:08:03.840Z
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- Tech@westerncpe.com
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- title
- The Power of Form 1040: Identifying Key Financial Planning Opportunities
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- 26CTestEvent-LE19
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- description
- Your clients' tax returns contain a goldmine of planning opportunities—if you know where to look. This hands-on workshop shows you how to transform Form 1040 from a compliance document into a powerful financial planning tool that uncovers hidden client needs.Rather than starting financial planning discussions with awkward personal questions, learn how to use information clients have already provided on their tax returns to identify critical planning gaps and opportunities.In this revealing session, you'll learn:• Which specific line items signal potential insurance, investment, or retirement planning needs• How to spot tax planning opportunities that clients and other advisors have missed• Ways to identify financial risks and exposures through tax return analysis• Techniques for using tax return information to start meaningful planning conversations• Methods to expand your practice beyond tax compliance using information you already haveThe workshop provides:• A systematic approach to reviewing each section of Form 1040 for planning implications• Red flag indicators that highlight urgent client financial needs• Conversation starters that naturally transition from tax preparation to comprehensive planning• Strategies for expanding single-service relationships into ongoing advisory engagementsValuable for: CPAs and tax professionals who want to deepen client relationships and expand services beyond compliance work. You'll gain a structured methodology to uncover planning opportunities using information you're already collecting.
- start
- 2026-02-14T16:30:00.000Z
- end
- 2026-02-14T18:10:00.000Z
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- 120
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- America/Denver
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Registrations
0No registrations returned for this session.