Select a Webcast

June 07, 2018
1:00PM - 3:00PM ET



Course Description

This course addresses many of the financial planning issues that arise when completing and reviewing Form 1040 and its schedules. In this course, Mr. Rattiner will examine each line item for Form 1040 to determine related financial planning exposures item and identify potential solutions to address them. The session provides a strong overview to help uncover and address your client's entire financial planning issues.


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

Apr 20, 2016

Compliance Information

IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01009-16-O
IRS Federal Tax Law Credits: 2
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-0977
CTEC Federal Tax Law Credits: 2
Qualifies for CA Fraud: No

Learning Objectives

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

  • Outline what you can and can't do with client tax return information as a CPA 
  • Identify financial planning exposures for clients
  • Determine how each financial planning discipline can complement others
  • Address the financial planning issues that need to be discussed from each tax form line item 
  • Develop appropriate recommendations to address financial planning weaknesses 

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