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How to Find Planning Opportunities in a Tax Return

Holistiplan has partnered with Kitces.com, the leader in financial planning education, to help Holistiplan subscribers provide more value to their clients.

For a limited time, Holistiplan subscribers can get $100 off the price of Kitces new Online Course, “How to Find Planning Opportunities in a Tax Return.”

The course, developed by the Kitces team, and taught by Jeffrey Levine, Lead Financial Planning Nerd, provides in-depth and actionable take-aways for advisors who are looking to deepen financial planning conversations with their clients. Through video-guided models, 2 real-world case studies, and an interactive Kitces Capstone, advisors with limited experience with client conversations will be able to use Form 1040 to uncover financial planning opportunities for their clients.

Special Offer for Holistiplan Subscribers

Take $100 off the price of “How to Find Planning Opportunities in a Tax Return.”
Normally $397. Now $297 with Code Holistiplan
Offer expires 4/30/2021.

Course Sign up

Please note that you must first make an account on the learning platform. See below for more information.

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

Who This Course Is For

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. 

Download Syllabus

 

Lead Instructor

Jeffrey Levine, Lead Financial Planning Nerd

CPA/PFS, CFP®, CWS®, AIF®

Jeffrey Levine, Lead Financial Planning Nerd at Kitces.com guides advisors through Form 1040 and its associated items and schedules, while interactive exercises reinforce the lessons from each module, moving advisors from comprehension to application.

Jeffrey Levine is a nationally-recognized and award-winning financial advisor, speaker, and educator. He is the Lead Financial Planning Nerd at Kitces.com, home of the popular Nerd’s Eye View blog, and also serves as Director of Advanced Planning, Buckingham Wealth Partners.

How to Register for The Course With Your Coupon Code

The Kitces course is housed on a separate Learning Management System (LMS). Please follow the instructions to ensure proper registration:

  1. To register for the course, click “sign up” and make an account on the LMS.
  2. Return to the main page and click “Get This Course”
  3. When the pop-up appears for payment, click on “Got Coupon?”
  4. Enter your code Holistiplan for your discount. 

Course Sign up

The course price is normally $397.
Holistiplan subscribers can register for $297 with code Holistiplan. Offer expires April 30, 2021.
Please note that you must first make an account on the learning platform.

Course Details

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 Holistiplan Subscribers with Code Holistiplan until April 30, 2021.
  • Duration: approximately 4-6 hours, self-paced
  • 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.

Questions? Contact us at Courses@Kitces.com.

What Advisors Are Saying About Our Course

The Kitces tax course is an excellent tool for financial advisors to improve their knowledge of the personal tax return. As the lead planner in my firm, I will encourage all of my planning associates to take this course.

This course connects the dots between financial planning and the client’s tax return in a brilliant way. I can’t believe how many hidden gems of planning opportunities are sitting right in the return. I want to take the course once a year moving forward to refresh.

What used to be an intimidating task is now motivating and exciting. I would recommend this course because it includes everything you need to understand the Form 1040 elements, identify opportunities, and build a conversation with clients in various life stages.

Keep these courses coming!! The nerd team makes the best Continuing Ed for our industry that I’ve found!

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FAQs

Who is this course designed for?

The course is designed for advisors who have limited to no experience reviewing and gaining key insights from their clients’ tax returns in the financial planning process.

How much time does the course require?

This self-paced course requires approximately 4-6 hours to complete.

Is the course CE eligible?

Yes! The course is eligible for 6 hours of continuing education credit. You must receive a passing score of 70% on the final Kitces Capstone Interactive Case Study to receive a course completion certification.

How is CE Reported?

We will report continuing education credit directly to the following organizations: CFP, IWI, EA (IRS) and American College. CPAs and other related designations can use the completion certificate to self report credit.

Will I receive a certificate?

Yes! Once you achieve a passing score of 70% on the Kitces Capstone Interactive Case Study Review, you’ll be prompted to download a course completion certificate.

How long will I have access to the course?

The course has no end date, however the content may be modified or deleted if no longer relevant or applicable when considering current industry standards, practices, or legal framework.

What is the refund policy?

You may receive a full refund for Kitces Courses within 45 days of purchase or prior to a completion certificate being issued, whichever comes first.

Who can I contact with further questions?

Please email us at courses@kitces.com.

Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 44,080 of your fellow financial

advicers getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​

 

Join 44,080 fellow financial advicers getting our latest research as it's released, and receive a free copy of The Kitces Report on "Quantifying the Value of Financial Planning Advice"!

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JOIN 44,080 FELLOW FINANCIAL ADVICERS

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice

 

Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 44,080 of your fellow financial

advicers getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​