2 Credits: Taxes
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.
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
March 15, 2020
Experience in financial consulting with clients
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02093-22-O
IRS Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1487
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 …