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®, CDFA®

Financial Planner

Apella Wealth

Easton Price is a CFP® and CDFA® professional who works with clients throughout their divorce. Originally wanting to be a marriage and family therapist, Easton understands the complexities, financial and otherwise that are involved with divorcing couples. He helps his clients develop and negotiate property settlement, collaborates with legal teams on financial matters, aids in disclosure completion, and more. Easton takes pride in bringing peace of mind to those who are experiencing turmoil in all other facets of their life. Easton is a divorce expert on the Irooze Divorce Community platform and has been featured in the Journal of Financial Planning.