Venue

Hilton Orlando
6001 Destination Parkway
Orlando, FL 32819
Tel: 1-407-313-4300


Sponsorship & Exhibit Opportunities

To find out how to customize a sponsorship/exhibit package which is most appropriate for your institution, please contact Jack Lynch at (212) 803-8803


Tuesday, October 22, 2013

10:45 a.m. - 11:35 a.m.
Track: Tax View Track

TALES OF THE TAX RETURN: DISCOVERING CLIENT GAPS AND PITFALLS (T)

John P. Napolitano, CFP ®, CPA, PFS, MST, RLP® Chairman and CEO, U.S. WEALTH MANAGEMENT, LLC

From personal returns through sophisticated entity returns, in this session you will learn the right questions to ask when reading a tax return for a client or prospect to discover their unmet needs and serve them at a level higher than most CPAs they’ve encountered.  You’ll know when you are asking the right questions when your client looks at you and asks: “Why didn’t my prior accountant raise these issues?”

 

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