BREW: Using the Income Tax Return to Better Serve Clients

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.