Fee-only Financial Planning Webinars | Alliance of Comprehensive Planners

Interested in hosting a webinar? Email Rebecca@acplanners.org with the title and abstract of your presentation, and she'll be in contact with you shortly.

 

Tax-Focused Financial Planning
Troy E. Thompson CFP®, JD 


Date: Monday, August 7, 2017
Time: 1:00 - 2:00 PM EDT
CE Credits: 1 CFP CE - Tax Planning, 1 IRS CE - Federal Tax Law Topics / Federal Tax Related Matters, 1 NAPFA CE - Income Tax Planning, 1 NASBA CPE - Taxes

Fee-only financial planners understand the importance of income taxes in the financial planning process. Our profession recognizes that we can’t even begin to think about financial planning and investing without considering the background tax treatment. This presentation explores the ways planners can to integrate tax planning more closely into their practices in order to create value for their clients and build better client relationships. Traditional tax service views tax preparation and filing as a once-a-year task. Financial planners are uniquely well situated to create value by playing an active role in clients’ year round tax planning. As teachers and coaches we help clients to understand the consequences of their decisions. The planner is in a position to identify opportunities and strategies for tax reduction across all areas of the financial plan.

Learning objectives:
• Learn how tax-focused planning produces tax savings and related benefits for the client
• Potential reductions in current and future tax burdens o Improved cash flow and cash management
• Understanding of the tax-effected value of personal and financial decisions
• Tax-related advice in the framework of a holistic fiduciary relationship
• Understand common issues that the tax-focused planner can identify
• Household move, sale or rental conversion
• Capital gains and loss management
• Tax-aware asset location
• Depreciation and amortization
• Missed deductions
• Amended return opportunities
• Evaluate the business value of tax-focused planning for the advisor
• Response to fee compression
• Strengthens client relationships
• Enhances necessary expertise and capabilities

* Please note that in order to receive CE credit you must be in attendance for the entire program.

 

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