Join Ben Birken, CFP and VP of Customer Success at Holistiplan as he leads a review of a Tax Return Review Checklist. This webinar will take place from 10AM to 11AM on March 1st, 2023.
Review of a sample tax return checklist, updated for the 2022 tax year. Attendees will learn how to find potential mistakes and planning opportunities by walking through a tax return page by page – and in some cases line by line – to identify those areas where advisors can pay the most attention to reap the most reward for their clients.