The Client’s 1040 Can
Generate More Revenue For You - -
If You Know How to Read It!
When you look at a client’s personal tax return (Form 1040), 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 opportunities 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 this 87-minute, plain-English presentation entitled, “How to Read a 1040 For Fun and Profit!” by nationally renowned tax and estate planning attorney, Philip J. Kavesh, J.D., LL.M. (Tax), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law.
During this presentation, Phil will show you in a non-technical way 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!
Your purchase includes an instantly downloadable video and audio recording, along with PDF handout materials and exhibits. You get all of this and more for your office for just $149. A PDF transcript is also available as an add-on for an additional fee.
NOTE: While this program was recorded in 2011, the concepts are still relevant and applicable. Phil Kavesh still utilizes this presentation to help train attorneys, CPAs and financial advisors in his own firm to this day.
- Program Title: How to Read a 1040 for Fun and Profit
- Speaker: Philip J. Kavesh
- Duration: 87 minutes
ABOUT THE SPEAKER
Philip J. Kavesh
J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
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 40 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…
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.