Special Offer for Holistiplan Subscribers
Deepen Your Understanding
of Your Clients' 1040s
6 Hours CE
How to Find Planning Opportunities
When Reviewing a Tax Return
6 Hours CE Credit (CFP, EA, CPE, IWI, and American College)
Instructor
Jeffrey Levine, CPA/PFS, CFP, CWS, MSA
How to Find Planning Opportunities When Reviewing a Tax Return uses guided video tutorials and interactive skill-building exercises that take advisors from in-depth comprehension of a client’s tax returns to the practical application of the planning conversation. At the end of the course, advisors will be able to:
- Recognize the different sections of Form 1040, including associated pages, schedules, and line items
- Gain insight on household financial health and stability, including identifying assets that may not have been readily disclosed to you as a client’s advisor
- Create a comprehensive net worth statement using the information from a client’s tax return
- Guide tax planning discussions with clients based on data found on Form 1040
- Design financial planning strategies by leveraging tax planning, cashflow, and lifestyle factors identified through a focused tax return review
Advisors may receive a full refund for Kitces Courses within 45 days of purchase or prior to completing the course, whichever comes first.
Upon the completion of the course, you will be asked to take a course survey after which you will receive your certificate of completion. The course survey will allow Kitces to continue to serve you effectively. We can't do it without you and appreciate your survey participation.
Who This Course Is Right For
The course was created to help advisors who have limited training on how to navigate a client’s tax return and who are looking for deeper insights into how to better spot planning ideas and opportunities. Advisors who have several years analyzing client tax returns may find this course is not suited for their advanced experience level.
What You Get With How To Find Planning Opportunities
6 Hours CE
Automatic reporting for CFP, IWI, EA,
and American College. Self-reporting for CPA CPE credits.
10 Modules
Videos from industry experts guide you
through the 1040.
Kitces Certificate
Earn a Kitces Course Certificate
to add to your resume.
Real-World Case Studies
Practice applying planning strategies
to real-life situations
1 Interactive Capstone
Put your learning into practice.
Self-Paced
Learn whenever it’s convenient for you.
Lead Instructor
Jeffrey Levine, CPA/PFS, CFP, CWS, MSA
Chief Planning Officer, Kitces.com
Director of Advanced Planning, Buckingham Wealth Partners
Jeffrey Levine, Chief Planning Officer at Kitces.com, guides advisors through Form 1040 and its associated items and schedules. Interactive exercises reinforce the lessons from each module, moving advisors from comprehension to application. Jeffrey Levine is a nationally-recognized and award-winning financial advisor, speaker, and educator. He is the Lead Financial Planning Nerd at Kitces.com, home of the popular Nerd’s Eye View blog, and also serves as Director of Advanced Planning, Buckingham Wealth Partners.
What Others Have Said About This Course
"The Kitces tax course is an excellent tool for financial advisors to improve their knowledge of the personal tax return. As the lead planner in my firm, I will encourage all of my planning associates to take this course."
Sharon G.
"This course connects the dots between financial planning and the client's tax return in a brilliant way. I can't believe how many hidden gems of planning opportunities are sitting right in the return. I want to take the course once a year moving forward to refresh."
Mike A.
"What used to be an intimidating task is now motivating and exciting. I would recommend this course because it includes everything you need to understand the Form 1040 elements, identify opportunities, and build a conversation with clients in various life stages."
Kathryn R.
Special Offer for Holistiplan Subscribers
This Kitces Course is normally $397.
Now just $347 for Holistiplan subscribers.
Take $50 off the price with the coupon code:
Holistiplan50
Offer expires 12/1/2023
Cannot be combined with other discounts
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Buy Premier Membership (standard rate: $169)
with the Course and get a $100 discount!
Kitces.com Premier Membership includes Kitces Course discounts, free monthly webinars, over 100 Hours of CE on-demand, CFP ethics, and more! - Access to our entire CE Quiz library on demand.
- Access to Exclusive Kitces-written CFP Ethics CE.
- Monthly Live Office Hours session with Michael and the Kitces Team to answer your questions.
- 2/Year New + All Archived Issues Of The Kitces Report.
- Access to Archives of All Educational Webinars.
- Unlimited Access to Members Section Resources including Charts and Spreadsheets.
- IAR reporting add-on (available at checkout).
100% Satisfaction Guarantee. Advisors may receive a full refund for Kitces Courses within 45 days of purchase, or prior to completing the course, whichever comes first. Advisors will have 180 days to complete the course. If the course is not completed within 180 days, the registration will expire and the advisor will need to pay to re-enroll for the course.
Premier Member Discounts
Kitces.com Premier Membership includes Kitces Course discounts, free monthly webinars, over 100 Hours of CE on-demand, CFP ethics, and more!
Group Discounts
Discounts are available for group enrollments. Additional discounts apply with a Kitces Premier Group Membership rates.
FAQS
General Questions
Who are the courses designed for?
Kitces Online Courses are designed for advisors who have limited to no experience interacting with clients. Advisors with five or more years of experience may find the course is not suited to their experience level.
How long will advisors have access to the course?
Advisors will have 180 days to complete the course. If the course is not completed within 180 days, the registration will expire and the advisor will need to pay to re-enroll for the course.
The content may be modified or deleted if no longer relevant or applicable when considering current industry standards, practices, or legal framework.
Sign Up/ Log In
I want to buy the course, but why do I have make an account?
Our courses are housed on a Learning Management System (LMS) that is separate from Kitces.com. To purchase any of our courses, you will need to first create an account on the LMS, and then click on the picture of the course you wish to purchase. We ask that you make your account under the same email that you use to sign up for Kitces newsletters and/or your Kitces Premier Membership.
I’m a Premier Member. How do I use the Premier coupon?
Simply visit the course page on Kitces.com and click the green button that says “Course Sign Up for Premier Members” to view the coupon code. Then when you go to our Learning Management System (LMS) and click “Get this course,” you’ll sign up (ie. create a new account because the LMS is not connected already to your Kitces.com username/password) and be directed to the payment pop-up. When you get to the payment pop-up, click “Got a coupon?” and a field will appear for you to enter the Premier code.
My username and password aren’t working.
If you’re trying to sign onto the Learning Management System (LMS) for the first time by using your Kitces.com Members Section credentials, you will be unable to do so because this information is not already connected with the LMS. Please create a new username and password if this is your first time signing up for Kitces Courses. If this isn’t your first time signing up for Kitces courses and you’re unable to access your account, please follow these steps to reset your password:
1. Go to the Learning Management System
2. Click Forgot your password? below the Password field.
3. On the Reset password page, type your username or email in the respective field and click Send.
4. An email with further instructions is automatically sent to you. Follow them to set a new password and access your account.
I bought the course, but I don’t know how to sign in and get started.
Thanks for purchasing a Kitces Course! The course is housed in a Learning Management System (LMS) that isn’t connected to your Kitces.com username and password or the Members section. When you signed up for the course, you were prompted to create a new account with the LMS by clicking “Sign up.” From there, you entered your payment info and purchased the course. Now, you can begin the course by using that same new username and password to sign into the LMS. Click here to log into your LMS account and begin the course modules.
CE Information
Are the courses CE eligible? How is CE reported?
The courses are eligible for Continuing Education for CFP, EA, CPE, and American College certifications, as well as most other relevant certifications. Kitces.com will report CE for CFP, IWI, EA and American College certifications on your behalf on the 1st and 16th of each month. A completion certificate will be issued so you can self-report CPE and other relevant CE. Once you achieve a passing score of 70% on the Kitces Capstone Interactive Case Study Review at the end of the course, you will be prompted to download your course completion certificate.
Will I receive a certificate?
Yes. You will be asked to complete a course survey after which you will receive your certificate of completion with a passing score of 70% on the Kitces Capstone Interactive Case Study. Completing the course survey will allow Kitces to continue to serve you effectively. We can't do it without you and appreciate your survey participation.
Once you achieve a passing score of 70% on the Kitces Capstone Interactive Case Study Review, you will be prompted to download a course completion certificate. You can also download your certificate by signing into your Learner portal and completing the following steps:
1. Click Home
2. On the vertical panel to the right, click Progress
3. Click Certifications from the horizontal menu bar at the top
4. Click the circle icon below Options to download your certificate
Where do I add my certification number information?
If you didn’t include your certification number information upon signing up for the course, no worries! You can add it easily after signing into your Learner portal and completing the following steps:
1. Hover your mouse over Learner in the top right menu to see a dropdown appear
2. From the dropdown, select My Info
3. Update the certification fields shown and click Update User
Refunds
What is the refund policy?
Advisors may receive a full refund for Kitces Courses within 45 days of purchase or prior to completing the course, whichever comes first.
Ready to Purchase?
Questions? Email us at [email protected]
Login to Purchase
Not a Member? Buy Combo for discounts.
Kitces.com Premier Membership includes Kitces Course discounts, free monthly webinars, over 100 Hours of CE on-demand, CFP ethics, and more! - Access to our entire CE Quiz library on demand.
- Access to Exclusive Kitces-written CFP Ethics CE.
- Monthly Live Office Hours session with Michael and the Kitces Team to answer your questions.
- 2/Year New + All Archived Issues Of The Kitces Report.
- Access to Archives of All Educational Webinars.
- Unlimited Access to Members Section Resources including Charts and Spreadsheets.
- IAR reporting add-on (available at checkout).
