“How to Create a Tax Plan the Easy Way with Intuit Tax Advisor”

Here’s what you can expect:
This hands-on workshop will walk you through how to create a tax plan. We will demonstrate how to navigate Intuit Tax Advisor, create a pre-strategy baseline, add strategies, review the tax projection, and create a client-friendly report. This session will highlight strategies in entity selection, retirement, and depreciation. The goal of this session is to walk away with a fully built tax plan ready to support your planning conversation with your client.

This session is not eligible for CPE/ CE. 

Pre-work: 
Identify a tax planning client with a Schedule C, in Lacerte Tax or ProConnect Tax, to import for your first tax plan.
Confirm your login to Intuit Tax Advisor https://taxadvisor.app.intuit.com/tax-advisor-ui/taxplanner 
If you are a Lacerte Tax user, sync your 2022 1040 tax return to Intuit Tax Advisor https://proconnect.intuit.com/support/en-us/help-article/tax-expert/sync-lacerte-clients-intuit-tax-... 
Let's go!