Learning Center

Tax & Estate Planning Knowledge Circle: So Your Client Gave You Their Tax Return, Now What?

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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

Financial Planner

Apella Wealth

As a Senior Financial Planner with Apella Wealth, ClaireThornton CFP® works with women experiencing formative life transitionsincluding the loss of a partner, navigating windfalls, and planning growingcareers and families. Claire also holds her EA and earned her Master of Sciencein Taxation from Golden Gate University. She is also an avid FPA volunteerthrough pro bono work, the Tax & Estate Knowledge Circle, and ProgramsChair of her local Orange County chapter.

Easton Price, CFP®

Financial Planner

Inspired Financial

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!

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Tax & Estate Planning Knowledge Circle: So Your Client Gave You Their Tax Return, Now What?
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Course Evaluation
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available