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CSTC Academy - Reading Between the Lines - How to Identify What Your Client Hasn't Told You
Thursday, August 06, 2020, 8:30 AM - 10:10 AM PST
Category: CSTC Academy

 Thursday, August 6, 2020
8:30 AM to 10:10 AM

Topic: Reading Between the Lines - How to Identify What Your Client Hasn't Told You
Speaker: Eva Rosenberg, MBA, EA
2 Federal Tax Law Hours
IRS: 18QC1-T-01365-20-O
CTEC: 1000-CE-4758

Course Description:
You will amaze your clients by knowing things about their past year that they don't even remember. You will know about their activities, types of income, children's activities and perhaps even secrets about your clients. After all, there are things you need to know about your clients in order to prepare their tax returns, right? So consider this a session on mind-reading for fun and taxes. Learn to make your clients think you are clairvoyant. Yes, you CAN appear to read their minds. Yes, there IS a secret to this. TaxMama will tell all!

Knowledge Level: Basic

Learning Objectives:

#1:

  • You already really know a lot about your clients
  • Learn how to track information about them throughout the year -and how to retrieve the information you already have.
  • And why it's also to your advantage to know more about your client's industry.
  • Yes, you do have more knowledge about them than you realize

#2: 

  • During the client interview, you're going to get a lot of information - but what's missing?
  • And how to understand what they didn't tell you.
  • California and Federal Issues - Cover your clients
  • Schedule A
  • Schedule B
  • Schedule C or Business Return
  • Office in Home
  • Net Income and Hobby Loss issues
  • Business Plan Preparer Exposure and Conflict of Interest
  • Tax Credits
  • And more...

#3: 

  • Things you need to do:
    • Before the Client Leaves – with incomplete information
    • After the Client leaves - Know the relevant IRS and State resources that apply to THEM
    • Specialize - don't be all things to all people - there's too much to learn
    • Be familiar with the Current Scams to Advise Them to Avoid
    • Know how to avoid audits

Eva Rosenberg, EA, MBA

Eva Rosenberg, EA is the Internet’s TaxMama®. She is known for her award-winning books. The newest is “Small Business Taxes Made Easy.” The 4th edition includes updates through the SECURE Act. Eva teaches a unique EA Exam training course at IRSExams.school, and many other popular tax courses at https://www.cchcpelink.com/teamtaxmama



 


Contact: [email protected] or 949-715-4192