The Client’s 1040 Can
Generate More Revenue For You - -
If You Know How to Read It!

When you look at a 1040 (Personal Income Tax Return), does it seem like some alien language to you?  And, even if you think you know the language, are you really understanding what it’s saying to you?

Surprisingly, few professionals can read the 1040 quickly and precisely - - while the client or prospect is right in front of you - - and take advantage of one of the greatest business-generating tools at your disposal!

You don’t have to be a tax specialist or even have much tax knowledge in order to open the “golden doors” of the 1040.

You just need to spot the doorways and show your prospect or client where they are - - then bring in a specialist as necessary to open them - - and you will create more business for yourself from the prospect or client, as well as from the specialist you may refer to!

Whether you’re a financial advisor, life insurance agent, estate planning attorney or even an EA or CPA, you will definitely benefit from our special, expanded 90-minute presentation entitled “How to Read a 1040 For Fun and Profit!”.  Nationally renowned tax and estate planning attorney, CFP® and ChFC - - Philip Kavesh - - will show you in non-technical, plain English how to:

  • Convince the prospect or client to let you review his or her tax return
  • How to quickly scan the 1040 for exactly what “hot buttons” will motivate the prospect or client
  • How to “script” what you say about those hot buttons, so you move the client or prospect to take action - - with you!
  • How tax planning that can result from reading the return will generate more investment and insurance sales, and estate planning and tax preparation fees for you - - if you avoid the 3 Big Mistakes professionals make!
  • And much, much more!

This program was recorded in December 2011, however, the concepts and the techniques discussed in this program are still relevant.  Download the handout materials and audio recording today!

SPECIAL OFFER — SAVE $99 ON YOU PURCHASE

Simply apply the promo code SAVE99 when checking out and you can save $99 and get this program for just $100!  This offer expires Friday, March 10, 2017 so be sure to take advantage of this special offer right away!

  • Program Title: How to Read a 1040 for Fun and Profit
  • Speaker:
  • Duration: 90 minutes

Philip J. Kavesh

J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Philip J. Kavesh

Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning.

Phil has earned significant recognition and accolades over his approximately 33 years of practice as an estate planning attorney. Phil holds a Master’s Degree (LL.M.) in Tax Law and is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations. Phil has served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil was also selected by his peers and served on their behalf as the California Legislative Liaison for the International Association of Financial Planners and has represented the estate planning attorney community in testifying before State legislative committees seeking to regulate the estate and financial planning professions and to eliminate “trust mills”. In fact, several of the practice forms and client disclosure pieces created by Phil have been incorporated into new legislation and regulations. Furthermore, Phil was one of three attorney co-founders of the American Academy of Estate Planning Attorneys.  He has also been an honorary member of the National Network of Estate Planning Attorneys and is an active member of WealthCounsel.

Phil has been recognized and quoted as an estate and tax planning authority in numerous national, prestigious publications, including Money Magazine, Investors Daily, Personal Finance Magazine, Los Angeles Times, Los Angeles Business Journal, Consumer Reports Magazine, Journal of Retirement Planning, Ed Slott’s IRA Newsletter, Investment Advisor Magazine, Life Insurance Selling, and PacQuarterly. He has appeared on several television and radio programs and his weekly TV show, “Preserve Your Estate”, was broadcasted on local Los Angeles TV for over six years.

Additionally, Phil has created or co-created numerous technical advances in estate planning, including the Personal Asset TrustSM and the IRA Inheritance Trust®. His unique legal documents have been licensed to hundreds of attorneys all across the country, through his company, The Ultimate Estate Planner, Inc.  He has also authored or co-authored several outstanding consumer publications including “The Ten Biggest Mistakes People Make When Setting Up a Living Trust”, “The Top Ten Estate Planning Mistakes Wealthy People Make”, and “21st Century Wealth”.

Even more impressive are Phil’s accomplishments as a speaker and educator of the public and his professional peers. Phil has personally presented over 2,000 seminars on estate, tax and financial planning to the general public, to various major corporations and their employees, and to CPAs, financial planners and attorneys.  His renowned seminars have been duplicated and sold to thousands of estate planning professionals and financial advisors in the U.S. and Canada.  Phil has devoted substantial efforts to improving the standards in the estate planning and financial planning industries by personally training over 4,000 attorneys and financial planners.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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