Conference
The Power of Form 1040: Identifying Key Financial Planning Opportunities
This course is part of the Las Vegas, NV – December 2025 Conference. Click the link below to view the conference page.
$399.00
Availability: 43 in stock
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
2 Credits: Taxes
Event Date: December 9, 2025 9:30 am
Course Level
Intermediate
Format
Conference
Course 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 have
The 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 engagements
Valuable 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.
Learning Objectives
Upon completion of this course, participants will be able to:
Identify specific line items on Form 1040 that indicate insurance, investment, or retirement planning needs
Recognize tax planning opportunities often overlooked by clients and other advisors
Analyze tax returns to uncover financial risks and exposures requiring attention
Use tax return information to initiate meaningful and natural financial planning conversations
Apply a systematic approach to reviewing Form 1040 sections for client planning implications
Detect red flag indicators that signal urgent client financial needs
Transition from tax compliance to advisory services using client data already collected
Develop strategies to expand single-service relationships into comprehensive financial planning engagements
Course Specifics
25CLasVegasDec-LE424713
Basic knowledge of individual tax return preparation (Form 1040)
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02715-25-I
IRS Federal Tax Law Credits: 2
CFP Provider Number: 3199
CFP Course Number: 338637
CFP Credits: 2
CTEC Course Number: 2071-CE-02176
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Meet The Experts
Jeff 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 Scottsdale, Arizona and Centennial, Colorado. His Financial Planning Fast Track (FPFT) program—which has been taught at eight universities—provides professionals with the training necessary to become CFP® certificants, and it received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. He’s a frequent and sought-after industry writer and entertaining speaker—authoring 10 books for Wiley, Bloomberg, CCH, Harcourt Brace and many others covering a variety of …