Select a Webcast

September 06, 2018
5:00PM - 7:00PM ET

$99

September 17, 2018
5:00PM - 7:00PM ET

$99

October 03, 2018
5:00PM - 7:00PM ET

$99

October 12, 2018
5:00PM - 7:00PM ET

$99

October 31, 2018
5:00PM - 7:00PM ET

$99

November 05, 2018
5:00PM - 7:00PM ET

$99

November 06, 2018
5:00PM - 7:00PM ET

$99

November 14, 2018
5:00PM - 7:00PM ET

$99

December 03, 2018
5:00PM - 7:00PM ET

$99

December 05, 2018
5:00PM - 7:00PM ET

$99

December 14, 2018
5:00PM - 7:00PM ET

$99

Webcast
2
Intermediate
Taxes
Experience in financial consulting with clients

Course Description

CPAs are increasingly assisting their clients in developing financial planning strategies when preparing for the many uncertainties of a client's life. CPAs also find themselves working with other high-level professional advisors to complement the unique and demanding situations in which clients find themselves.   

Learn a high-level three-prong approach as the astute CPA to identifying and evaluating a client's particular situation, determining the weaknesses and exposures that could exist for the client, and in helping to implement sound financial planning recommendations to ensure that the client is following a very specific and tailor-made financial plan by the CPA. 

Advanced subject matter to be discussed includes understanding and following the personal financial planning process, as well as each of the key financial planning disciplines, including cash flow management, insurance, investments, retirement, estate, education, and more. Join course presenter Jeff Rattiner will identify a unique approach for providing personal financial planning services, whether you're performing the tasks yourself or supervising others. Within each discipline, a technical review involving client exposures and recommendations will be discussed. Lastly, he will also help the CPA analyze the income tax return based on the financial planning issues of the client.




Instructor

Jeff Rattiner, CPA, CFP

Jeffrey H. Rattiner, BBA, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides tax, financial planning, and money management services to individuals and financial planning professionals in Centennial, Colorado, and Scottsdale, Arizona. His Financial Planning Fast Track (FPFT) program, which provides professionals with the training necessary to become CFP® certificants, received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. He’s a frequent industry writer and speaker—producing books and CPE courses—and a columnist for Financial Advisor Magazine.



Course Specifics

Taxes
Jul 11, 2018
Experience in financial consulting with clients
WC18186453
None


Compliance Information

103220
IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01285-18-O
IRS Federal Tax Law Credits: 3
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1230
CTEC Federal Tax Law Credits: 3
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify a comprehensive and dynamic financial planning process that can be implemented for clients in any financial situation.
  • Determine how to diagnose, evaluate and propose solutions to client issues
  • Uncover Develop an understanding of personal financial planning and all of its subcomponents.
  • Describe how to incorporate tax planning strategies when addressing and evaluating financial planning issues.
  • Identify how to analyze, evaluate, navigate, and recommend practical solutions to complex dilemmas.
  • Understand the financial planning ramifications when examining Form 1040


 



Back to top