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Planning Opportunities from the Tax Return Logo aicpa

  Brooke Salvini, CPA/PFS |   Free |   AICPA |   23 Feb 2016 |

In this podcast, Brooke Salvini, CPA/PFS talks about using this tax season and your clients’ tax returns to lead into personal financial planning conversations after tax season on topics such as estate, retirement, investment and insurance planning. She reviews opportunities by stage of life: wage earners, soon-to-be and newly retired, and retired clients.

Topics covered:
  • Personal financial planning: Technical: Specialized planning issues: Individual income tax planning, Foundational