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How to Use Your Client's Tax Return to Provide Valuable Financial Advice
Personal Financial Planning

How to Use Your Client's Tax Return to Provide Valuable Financial Advice

Learn how you can use your client's tax return to gain a snapshot of their financial situation and offer advice that goes beyond taxes.

$47.20 - $69
Do you have an AICPA membership? Log in to apply your member discount.




Nov 08, 2021

NASBA Field of Study

Specialized Knowledge



CPE Credits



Christopher Benson, Timothy M. Todd, Carolyn Larsen-Wieber


3 months

Product Number


 Part of Webcast Pass
 Business & partner 
Product Details

Are your clients asking questions that go beyond taxes?

There is an increased demand of personal financial planning services in areas such as retirement, estate, risk management and investments. CPAs are needed as trusted advisers.

Part 1 of this 2-part webcast series will help you develop a closer relationship with clients by covering all of their financial planning needs, including:

  • Planning considerations related to the potential tax law changes
  • Key issues to consider as you prepare, review and discuss tax returns
  • Implementing a checklist developed by leading CPA financial planners to identify opportunities

Key Topics

  • Using Form 1040 as a guide to uncover planning opportunities for clients
  • Tax, retirement, estate and other financial planning ideas to protect your client’s overall financial situation

Learning Outcomes

  • Recognize planning ideas to highlight as you review clients' tax returns.
  • Determine how to provide advice to clients that goes beyond tax compliance.
  • Identify planning considerations in light of potential tax law changes.

Who Will Benefit

  • CPAs
  • Financial planners
  • Tax professionals
  • Other qualified professionals

PCPS members save 20%:

Login here to obtain the discount code to enter for this event. Not sure your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

Credit Info
CPE Credits
NASBA Field of Study
Specialized Knowledge
Basic knowledge of tax compliance and planning concepts
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
1 hr
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members
PFP Section Members
Tax Section Members
PFS Credential Holders

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

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6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Christopher Benson
Chris, Principal at L.K. Benson & Company, leads the firm’s financial planning practice and his previous experience at a large accounting firm has given him an in-depth background in tax matters. Chris has revolutionized the technology structure within the firm’s financial planning practice, helping drive decisions and stay on the cutting edge of technology changes in the profession. Chris also formed the AICPA PFP Young Advisers group, where he helps young CPA financial planners connect across the U.S.
Timothy M. Todd
Timothy M. Todd, Ph.D., serves as Professor of Law and Associate Dean for Faculty Development & Scholarship at Liberty University School of Law in Lynchburg, Virginia. He also serves as the Director of the Wealth Management and Financial Planning Program at Liberty Law. He earned his Ph.D. in Personal Financial Planning from Kansas State University. He is a lawyer and a certified public accountant, and he holds the Chartered Financial Consultant® designation and Personal Financial Specialist (PFS) credential. His areas of teaching include income taxation; estate & gift taxation; wills, trusts, & estates; financial planning; business planning; mergers & acquisitions; and other transactional law courses. He currently serves as a member of AICPA’s Financial Literacy Commission.
Carolyn Larsen-Wieber
Carolyn has over 25 years of experience in advanced tax issues including estates, trusts, and gift tax which give her clients an advantage because every aspect of financial planning has some sort of tax implication. Carolyn recently started her own tax and financial planning firm, CLW Financial Planning LLC, with a vision to provide financial planning to clients as an educational experience to help them achieve their life goals. This vision includes providing a values-based, life centered approach. Carolyn received the Personal Financial Specialist (PFS) in 1999. This designation along with her CPA license and financial planning experience provided sufficient qualifications to allow her to provide an integrated planning experience to her clients. She is currently a member of the AICPA’s Personal Financial Specialist committee.

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How to Use Your Client's Tax Return to Provide Valuable Financial Advice
Nov 08, 2021
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Nov 08, 2021
6pm7pm GMT
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Log in to apply your member discount.
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