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Preparing 1040s: What Financial Advisors Must Know

Jan 29, 2016 by: Advisors4Advisors Advisors4Advisors
If you know how to complete, read and properly utilize a prospect's or client's Federal Income-Tax Return, you'll generate more revenue — more investment, annuity and insurance sales, more asset management fees, and more tax planning fees. At this session, Robert Keebler, a leading educator on individual taxation, addresses everything a financial advisor must know about taxes for the 2016 tax-filing season: • Wage, interest, & dividend taxation • Capital gains & losses • Business income or loss • Retirement saving incentives • Income and loss from real estate and partnerships • Social security taxation • Educator expenses, HSAs, & Moving expenses • Student loan interest & tuition deductions • Standard & itemized deductions • Dependency & exemptions • Computing tax due & understanding the AMT • Education, retirement savings, child, and energy tax credits • Self-employment tax • Early distributions from retirement plans • NIIT & Additional Medicare tax
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