PFP24101. Discovering Greater Revenues by Exploring the Individual Tax Return: Proactively Identifying PFP Opportunities in your Income Tax Practice that could Result in Greater Revenues

**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY** Utilize an individual tax return to find extraordinary opportunities by identifying additional revenue. This series guides the practitioner through planning opportunities that are in an individual tax return. This 3-hour pre-conference workshop will provide tools, strategies, and concepts to leverage in your income tax practice to perform PFP services. WORKSHOP STRUCTURE: • (45 Minutes) Goals & Objectives + Review 1040 pages to identify areas of planning opportunity. Incorporate stories to drive home ideas (what actions could have prevented unintended consequences?) • (30 Minutes) – 15 minutes of Break Out Groups and 15 minutes of sharing best ideas • (45 Minutes) – What are effective action-oriented deliverables – verbal vs written action plan (Net Worth creation, financial checklist, Family Road Map, etc.) • (30 Minutes) – 15 minutes of Break Out Groups and 15 minutes of sharing best ideas • (30 Minutes) – Questions and Answers/Best Practices

Learning Objectives:

• Identify areas of planning and implementable solutions.
• Differentiate reactive compliance work from proactive planning value and revenue.
• Recognize ways to convert your tax practice into a high value PFP advisory business.