Let’s Get Organized – A Primer on Tax Documents

Working with clients who receive U.S. tax documents is a common scenario for many financial professionals. This webinar, led by Maggie Klokkenga, CFP®️, AFC®️, CPA, will equip you with the tools to guide clients on what tax forms they should expect, when they’ll receive them, and how to manage them effectively. Maggie draws from her extensive experience in public accounting and tax preparation to share insights on what tax preparers are thinking, how to communicate with them (especially after April 1st!), and ways to strengthen the relationship between clients and their tax professionals.

This event is free for members. $50.00 for non-members