Tax & Estate Planning Knowledge Circle: So Your Client Gave You Their Tax Return, Now What?
Join us at May’s Tax and Estate Planning Knowledge Circle for a deep dive on how to read a client’s tax return for planning opportunities and accuracies. Whether you’re brand new to tax planning or looking for a refresher on how to make the most of the tax returns your clients are sending post tax filing season, this session is a great primer for those seeking opportunities to optimize tax planning strategies.
Claire Thornton, CFP®, EA
Claire Thornton is a CERTIFIED FINANCIAL PLANNER TM professional based in Huntington Beach, California. Claire works for Inspired Financial, a planning firm focused on helping women navigate the major life transitions that come with widowhood or divorce. Claire’s work at Inspired Financial is primarily focused on tax and estate planning and she is currently pursuing a Masters in Advance Financial Planning with a concentration in Taxation through Golden Gate University. Through the Tax and Estate Knowledge circle, Claire enjoys the opportunity to connect with other professionals in discussing the ever-evolving space of tax and estate planning.
Easton Price, CFP®
Easton Price is a CERTIFIED FINANCIAL PLANNER TM professional based in Huntington Beach, California. As a fee-only Financial Planner for Inspired Financial, Easton works predominantly with women experiencing life transitions (i.e., divorce, loss of spouse, etc.). Easton enjoys being part of the solution for whatever issue his clients are facing. When out of the office, Easton enjoys playing sports, going to the movies or bumming it on the beach!