Live Online Event

FREE WEBINAR

Massive Value From Reviewing 1040s
Join Steven Jarvis, CPA and co-host Micah Shilanski, CFPⓇ to see real life examples of what great financial advisors can learn from reviewing their client’s tax returns AND how to identify ways to deliver even more value to them. This isn’t just theory with blank forms from the IRS website, Steven and Micah will be using examples from real clients. As always the focus will be on what actions you can take with the information they are sharing.
Extremely Limited Spots - Grab your spot now!

Steven Jarvis, CPA

Co-Founder Retirement Tax Services

Micah Shilanski

Shilanski & Associates, Inc.

Wednesday, July 28th 2021

8:00 AM PST
What You Will Learn On This Webinar...
Our Host and His Special Guest Will Show You How to Review 1040s to Find Value, Including…
  • Live examples - they will have redacted returns on the screen
  • Step by step process - the lines of the return that are most impactful, and how to analyze them
  •  Proof that with practice, you can find value on any return - our special guest will be given a return he has never seen before, live on the webinar, and be challenged to find as much value for the client (or prospect?) as possible
  • Key areas to focus on for annual reviews of client returns
  • Key areas to focus on for first time reviews of a prospects return
  •  How to know when you are ready to be a “Tax Expert” and start reviewing returns yourself
  • ​The “How To” on actually getting tax returns from every client and prospect

Wednesday, July 28th

8:00 AM PST
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