37-POINT MASTERCLASS ON REVIEWING
TAX RETURNS
37-POINT MASTERCLASS ON REVIEWING
TAX RETURNS
Empower yourself to navigate tax returns with confidence and precision, guided by expert strategies and insightful tips.
MASTER THE ART OF REVIEWING TAX RETURN
WHO IS THIS MASTERCLASS FOR?
One of the most common questions we get from Advisors is, “How do I review a tax return?” Even from experienced Advisors, we get requests for more resources to efficiently find opportunities and effectively communicate them with prospects and clients.
Designed for tax-savvy advisors, tax experts, and tax newbies, this course will help anyone serious about tax planning elevate the impact they have on their clients. This masterclass won’t help with your PhD in tax code, instead, we focus on empowering you to communicate effectively and elevate your tax planning proficiency.
WHY SHOULD YOU INVEST IN THIS COURSE?
Client Impact: Your clients (and prospects) care about taxes. This course gives you the tools to get tax returns and provide value for every client.
Sharpened Tax Review Skills: Gain expertise in efficiently reviewing tax returns, identifying opportunities, and mitigating risks for your clients.
Effective Communication: Learn how to translate complex tax concepts into clear, actionable insights for your clients, fostering stronger advisor-client relationships.
Handy Toolkit: Access a wealth of practical resources, including scripts, templates, and checklists, to streamline your tax review process and enhance client value.
CE Eligibility: Earn Continuing Education (CE) credits upon course completion, further enhancing your credentials and demonstrating your commitment to staying current in tax planning.
Lifetime Access: Enjoy lifetime access to course materials, allowing you to revisit modules, resources, and updates whenever needed to support your ongoing professional development.
YOUR STEP-BY-STEP GUIDE TO MASTERING TAX REVIEW
WHAT'S INCLUDED IN THE COURSE?
Essentials: Lay a strong foundation with personal information and filing statuses.
Income Reporting: Explore wages, interest, dividends, and retirement distributions.
Complex Topics: Navigate digital assets, self-employment, and rental income for planning opportunities.
Tax Optimization: Master adjustments, deductions, and tax credits to enhance outcomes.
Key Aspects of the 1040: Delve into capital gains, charitable contributions, and additional taxes.
Effective Communication: Learn to convey tax insights and strategies to clients effectively.
Proactive Planning: Gain insights into withholdings, payments, refunds, and balances due.
Here’s more about Steven Jarvis, CPA....
Steven Jarvis is proudly the “least boring” CPA you’ll ever meet.
He proudly has NOT committed the entire tax code to memory and instead focuses on teaching financial advisors how they can actually work with their clients to help them not get killed on taxes.
Everything Steven does is focused on how to take action. Google can recite the law, Steven gives the roadmap for taking relevant tax planning strategies from an idea on a whiteboard to real clients saving real money and creating real impact over the lifetime of their wealth. Steven is a licensed CPA, has an MBA, has taught as an adjunct professor and has given tax planning presentations to audiences large and small across the country. Steven is also a sought after author having published a book on tax planning and contributing articles to renowned publications throughout the industry.
When he’s not talking taxes Steven is always in search of a new adventure and is currently focused on obstacle course racing and other endurance events and even gets the whole family involved as his wife and two kids are often along for the journey.
