Kitces.com, the publishing unit of financial planner Michael Kitces, is branching into online education by offering a six-hour course, "How to Find Planning Opportunities When Reviewing a Tax Return."
The course, designed for certified financial planners who have completed their CFP tax education requirements, will be taught by Jeffrey Levine, a CFP and certified public accountant. Its 10 self-paced modules provide information on Form 1040 and its schedules, and how to map key lines of the tax return to specific tax planning, cash flow and lifestyle factors, and convert those insights into practical client planning opportunities.
In a constant fight over control of clients, the financial advice industry has a long history of such allegations and disputes.
Retirement fintech Vestwell has hit profitability and $200 million in annual recurring revenue, powering savings programs for 750,000 employers and Wall Street’s biggest firms
Faulty Forms 1099 and account statements reportedly left some Vanguard brokerage customers overpaying or underpaying taxes for over a decade.
The democratization of ETFs cuts both ways
Independent broker-dealers snap up experienced advisors as competition for established practices intensifies.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
