Introducing Kitces Online Courses

How to Find Planning Opportunities When Reviewing a Tax Return

How to Find Planning Opportunities When Reviewing a Tax Return uses guided video tutorials and interactive skill-building exercises that take advisors from in-depth comprehension of a client’s tax returns to the practical application of the planning conversation. At the end of the course, advisors will be able to:

• Recognize the different sections of Form 1040, including associated pages, schedules, and line items
• Identify assets to gain insight on household financial health and stability, including assets that may not have been readily disclosed to you as a client’s advisor
• Create a comprehensive net worth statement using the information from a client’s tax return
• Guide tax planning discussions with clients based on data found on Form 1040
• Design financial planning strategies by leveraging tax planning, cashflow, and lifestyle factors identified through a focused tax return review

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Designed For Advisors with limited experience having financial planning conversations around a client’s tax return. 

The course was created to help advisors who have limited training on how to navigate a client’s tax return and who are looking for deeper insights into how to better spot planning ideas and opportunities. Advisors who have several years analyzing client tax returns may find this course is not suited for their advanced experience level. 

Please Choose Your Membership Level

Course Sign up for Non Members          Course Sign up for PREMIER MEMBERS

The course price is $397 for non-members.
Premier Members can register for $297 through the Member Section. Become a Member Today.
Please note that you must first make an account on the learning platform.
Please use your Kitces-related email to make your account, and then click on the course to sign up. 

This self-paced course seeks to help advisors increase their value to their clients by using the tax return as a starting point for the financial planning conversation. Through 10 self-paced modules plus the Kitces Capstone Interactive Case Study, you will be able to hone your skills so you can deliver sound advice to your clients throughout their financial journeys.

• Cost: $397 for Non-Members; $297 for Premier Members with Premier Member Code in the Member Section.
• Discounts for Multiple People: If you are interested in purchases multiple registrations for the course, please see our course discount page.
• Instructor: Jeffrey Levine, CPA/PFS, CFP ®, CWS ®, AIF®, MSA; Lead Financial Planning Nerd, Kitces.com
• Duration: approximately 4-6 hours, self-paced
• Instruction: 10 modules, guided video tutorials, application-focused activities, 5 real-world case studies plus the Kitces Interactive Capstone Module.
• CE: Eligible for 6 hours of Continuing Education for CFP, EA, CPE, IWI and American College certifications, as well as most other relevant certifications.
  
• This course is best for: Advisors who have limited to no experience reviewing and gaining key insights from their clients’ tax returns in the financial planning process. The ideal student will have a CFP certification and 0-5 years client-facing experience. It is not for more advisors who have extensive experience analyzing clients’ tax returns. 
• Course Certification Requirement: You must receive a passing score of 70% on the final Kitces Capstone Interactive Case Study to receive a course completion certification.

Please Choose Your Membership Level

Course Sign up for Non-MemberS          Course Sign up for PREMIER MEMBERS

The course price is $397 for non-members.
Premier Members can register for $297 through the Member Section. Become a Member Today.
Please note that you must first make an account on the learning platform.
Please use your Kitces-related email to make your account, and then click on the course to sign up.