How to Create a Tax Plan the Easy Way with Intuit Tax Advisor - October 20, 2023
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IntuitGabi
IntuitGabi
How to Create a Tax Plan the Easy Way with Intuit Tax Advisor - October 20, 2023
START DATE:10/20/2023
START TIME:10:00 AM CDT
DURATION:60 MINUTES
ABSTRACT:
“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:
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-...
SPEAKER
Jim Buffington
CPA
Intuit
Jim has been teaching in the tax and accounting industry for over 20 years and is an expert in the implementation of advisory services based on his experience working with thousands of tax and accounting firms across the U.S. In addition to being a CPA, Jim holds a Bachelor’s in Business Administration and Accounting from Texas A&M University, then went on to get his MBA at University of Texas Dallas. To learn more about Jim, feel free to visit his LinkedIn profile at https://www.linkedin.com/in/jimbuffington88/ and follow in on Twitter @Jimatintuit.
Event has ended
You can no longer attend this event.
Start:
Wed, Oct 18, 2023 08:00 AM CDT
End:
Wed, Oct 18, 2023 09:00 AM CDT
