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.
Empower yourself to navigate tax returns with confidence and precision, guided by expert strategies and insightful tips.
MASTER THE ART OF REVIEWING TAX RETURN
This "37 Point Masterclass on Reviewing Tax Returns" is a culmination of Steven Jarvis’s extensive experience and insights from reviewing thousands of tax returns. Structured into bite-sized modules, this course provides practical guidance, scripts, and resources to navigate the complexities of tax review, focusing on understanding the 1040 line by line and translating insights into tangible actions.
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.
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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.
Bonus Videos: Dive deeper into topics like Form 8606 and capital gain taxation for added expertise.