Reviewing Tax Returns: So Much More Than Just Checking for Errors  

An extra 15 minutes spent reviewing a tax return can result in tax savings of thousands of dollars for the client and several billable hours for the tax professional. Clients are appreciative of the extra review time and are willing to pay for it.

In addition to looking for errors and omissions an intelligent review entails identifying tax planning and financial management opportunities for the client. 

The tax return speaks volumes about taxpayers who need advice. Following are just a few examples. No contributions to IRA or 401(k); Excessive mortgage interest; High dividends none of which are qualified; Large capital loss being carried over; Suspended passive losses; Sole proprietor with high income; Opportunity to take retirement savings credit; Taxable distributions from an IRA combined with charitable contributions and standard deduction.

Who should attend: Practitioners preparing and reviewing tax returns for clients looking for opportunities to save clients’ money and generate additional billable hours.  

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.

Instructor: Mike Giangrande, J.D., LL.M.
Instructor assignments are fluid and subject to change.