So Your Client Gave You Their Tax Return, Now What?

The May 2023 Tax & Estate Planning Knowledge Circle will be held on Tuesday, May 30th at 2 pm ET.

Knowledge Circle Host Claire Thornton and guest speaker Easton Price will be presenting, "So Your Client Gave You Their Tax Return, Now What?"

This Knowledge Circle will take 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 is a CERTIFIED FINANCIAL PLANNER TM professional based in Huntington Beach, California. Claire works for Inspired Financial, a fee-only planning firm focused on helping women navigate the major life and financial transitions that come with widowhood or divorce. Claire is currently pursuing her Master's in Taxation through Golden Gate University and holds her EA. As a host for 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 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!