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.

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 2024 1040 tax return to Intuit Tax Advisor:
https://proconnect.intuit.com/support/en-us/help-article/tax-expert/sync-lacerte-clients-intuit-tax-...

Learning Objectives:

• Navigate Intuit Tax Advisor to efficiently develop a comprehensive tax plan

• Apply key tax planning strategies related to entity selection, retirement contributions, and depreciation within a client scenario

• Construct a client-ready tax projection and report using Intuit Tax Advisor to facilitate effective client communication

Course Level: Basic

Course Length: 60 minutes

Delivery Method: Group - Live Internet

Field of Study: Computer Software and Applications

CPE: 1