BREW: Using the Income Tax Return to Better Serve Clients

11jan12:00 pm12:15 pmBREW: Using the Income Tax Return to Better Serve ClientsLinas Sudiuz, Advanced Underwriting Consultants

Business Signing

Event Details

We can learn a great deal about our clients’ financial situation by closely examining their income tax returns.  In this webinar, Linas Sudzius will:

•       Review the key information contained in Form 1040 and its schedules
•       Use the relevant client data to help identify topics that require attention and
•       Help clients start to plan to minimize future income tax liability.

Virtual Event Details

Event has already taken place!

Time

(Wednesday) 12:00 pm - 12:15 pm(GMT-06:00)

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