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Using Form 1040 as a Tool for Financial Planning Opportunities & Recommendations

USING FORM 1040 AS A TOOL FOR FINANCIAL PLANNING OPPORTUNITIES & RECOMMENDATIONS

Cost $30.00
Presentation Length 2.0 hours

Recorded DateNovember 9, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This webinar will include an overview of Form 1040 and major schedules to demonstrate to financial planners how the form reveals essential information about the client. The various schedules of the form are important for gathering items of income, deductions, and credits. Accountants, financial planners, and other tax professionals will learn how the form raises questions to consider that the client does not disclose through traditional checklists and interview sheets. The course also includes a general update on recent federal tax law changes.

Learning Objectives:


  • Describe the basic forms and schedules of Form 1040 including the flow of information

  • Determine how the form and its schedules reveal essential information needed to make solid recommendations

  • Evaluate line by line the items of income, gain, loss, deductions, and credits that have an effect on a client's financial situation

  • Differentiate between deductions and credits and describe how the tax rate schedules are applied to the taxable income of the client

  • Identify how to use the information obtained to seek additional opportunities for financial planners to better serve their clients

  • Summarize updates on recent federal tax law changes

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Warren Bergstein is a partner at Adelman Katz & Mond LLP. Warren has more than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning, and accounting, giving him an extraordinarily deep understanding of personal finance. His clients, who include primarily high-net-worth individuals, entrepreneurs, and sole proprietors, benefit from his particular expertise in tax law and its applications and implications for individuals.

About Our Presenter

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AKM clients rely on the firm as their most trusted business advisor. They assist their clients with a wide range of financial and tax planning strategies. From wealth-preserving trusts (GRAT, CRAT, CRUT, etc.) and comprehensive portfolio review, to specialty compliance for multi-state and multi-national investors (FIRPTA, FATCA, etc.), to everyday bill payment and multi-family office services, AKM provides strategies and tactics to make life easier.