This hands-on workshop will walk you through how to create a tax plan. We will demonstrate how to navigate Intuit Tax Advisor, create a pre-strategy baseline, add strategies, review the tax projection, and create a client-friendly report. This session will highlight strategies in entity selection, retirement, and depreciation. The goal of this session is to walk away with a fully built tax plan ready to support your planning conversation with your client.

Pre-Work: 
Identify a tax planning client with a Schedule C (in Lacerte Tax or ProConnect Tax) to import for your first tax plan. Confirm your login to Intuit Tax Advisor: https://taxadvisor.app.intuit.com/tax-advisor-ui/taxplanner

If you are a Lacerte Tax user, sync your 2024 1040 tax return to Intuit Tax Advisor:
https://proconnect.intuit.com/support/en-us/help-article/tax-expert/sync-lacerte-clients-intuit-tax-advisor/L9zAhZNZs_US_en_US

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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