CalCPA PFP Wealth Wednesdays:Ten Ideas to Leverage your Client’s Tax Return for Better Financial Planning Outcomes Webcast | 4173456A

Date :
June 21, 2017 11:00 AM - 12:00 PM
Location :
Facility :
Webcast Event
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 1.00, CFP 1.00
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The tax return reveals so many planning opportunities for your clients.  Have a breakout year during the slow season and engage your clients in key topics that will make a significant difference in their financial lives.
In this informative session, not only will you learn about key markers on the tax returns, but also communications styles that will enhance effective interaction with your clients and lead to better outcomes.  You will provide the client leadership to shift them to a mindset of planning for outcomes, rather than reacting to the tax paid.


  • Identify key aspects of the tax return that can trigger better financial outcomes.
  • Using company retirement plans to benefit your clients
  • Communication strategies that lead to better planning outcomes.

Major Subjects:

  • Identify key items on the 1040 that will lead to opportunities for your clients.
  • The opportunities created by proposed tax law changes.
  • Communication strategies to clients that lead them to planning instead of reaction.
  • The double charitable contribution for select businesses.
  • Retirement plan options that can create significant tax deductions and tax free growth.

Advanced Prep:


Misc. Information:

Pay the lowest price and save up to 60% with the CalCPA Education Foundation’s discount programs.
Level of Difficulty:
Field of Interest:
Specialized Knowledge
Designed For:
CPAs who look to benefit their clients. CFOs of companies that are looking to benefit the owners of a closely held business.


Reginald E. Baker
Reg Baker, CPA PFS Over thirty years as a personal financial planner. Served on a 13-member national team that wrote the first PFS exam. Chaired the Hawaii Society if CPA’s for two terms and the Nevada Society of CPA’s for one term. Served on the AICPA Council for two terms, was Exec VP and Regional Director for Wealth Management, Private Banking and Trust Services for Colonial Bank, was State Director of HD Vest in Hawaii and Nevada and held series 24, 66 and 7 licenses plus Life insurance and P & C licenses. Owned Pendelton Financial Services in 1990’s and built AUM to over $55 million using analysis of individual 1040’s from preparing 7,000 tax returns per year.
Jean-Luc Bourdon, CPA, PFS
Jean-Luc Bourdon is a principal at BrightPath Wealth Planning, a wealth management firm with locations in Santa Barbara, Camarillo and Westlake Village. Bourdon serves on the AICPA Personal Financial Specialist (PFS) Credential Committee. He is a member of CalCPA’s Personal Financial Planning Committee. Bourdon is a past presenter for CalCPA’s Dollars and Sense education workshop at UCSB. He is Personal Financial Planning chair of the Channel Counties Chapter of CalCPA. Bourdon is a member of the Athena Group, a national, invitation-only group of CPAs with a common interest in financial planning. He has been a speaker for national financial planning and tax conferences, as well as local groups. Bourdon has written many articles as a wealth management expert for CPA Insider, a newsletter from the AICPA. He also wrote articles for the AICPA Wealth Management Insider, the Journal of Accountancy, the Tax Adviser. Jean-Luc has been quoted by national publication such as Fox Business, Financial Planning magazine and USA Today. He is a contributing author to the book “Save Wisely, Spend Happily” which is the first consumer book published by AICPA. Bourdon volunteers for the Money Doctor program composed of a panel of CPAs that have attained the Personal Financial Specialists (PFS). Ask the Money Doctor is offered by AICPA as a public service and is designed to help and protect consumers by providing guidance on basic financial planning issues. Jean-Luc has lived in the Santa Barbara area for over 20 years.
Jonathan Gassman, CPA/PFS, CFP, CAP
Jonathan is the CEO of his family’s third generation financial planning and tax firm that started with his grandfather over 80 plus years ago. Based in midtown Manhattan, the firm provides sophisticated financial planning, investment management services and tax advice to executives, business owners, and celebrities across the globe. In addition Jonathan is a partner/cofounder/cohost of GutwiZdom (a radio show) about pure, raw and real issues facing people in life and in business. GutwiZdom will make you think, and leave you with real solutions that come from real wiZdom. Cofounder of My Success Platform. A division of GutwiZdom – providing recent college graduates, those in career transition and employees inside companies competitive edge workshops, career coaching, and leadership development. VP of business development for Pear Core Solutions. Providing outsourced human capital management solutions & services to growing organizations and companies.
Theodore J Sarenski
Ted Sarenski, CPA/PFS is president and CEO of Blue Ocean Strategic Capital, LLC. in Syracuse, N.Y. He has 35 years’ experience as a CPA and over 20 years as a Financial Planner. Ted’s extensive experience in individual taxation and estate planning brings a dimension to wealth management not found in most other asset management firms at the local level. Ted is recognized locally and nationally as an expert providing financial planning advice and has become a national speaker on the topic of social security. In January 2014, Ted was awarded the 2013 Personal Financial Planning Distinguished Service Award. This award began 28 years ago and is awarded by the AICPA to a member volunteer who contributes significantly to the advancement of personal financial planning as a practice discipline. Jeannette Koger, vice president of AICPA member specialization and credentialing at the AICPA described Ted as "exemplifying the best qualities of a CPA financial planner”. Over the past decade, Sarenski has served on the AICPA’s Personal Financial Planning Division’s executive committee and on the National CPA Financial Literacy Commission. He chairs the AICPA PFP division’s elder planning task force. He wrote the “CPA’s Guide to Social Security Planning” and was a key contributor to the PFP division’s consumer guide to end of life planning. He speaks at conferences across the country on Social Security, retirement planning and elder planning and has been featured in national media outlets for his expertise. Locally Ted appears on WSTM-3, Syracuse’s NBC affiliate, taking viewers’ calls and offering planning concepts to viewers. Ted is also a frequent guest host on WCNY’s Financial Fitness, Central New York’s own member-supported public broadcasting service. Ted leads a panel discussion advising and answering viewer’s questions helping them to make the most out of their money. Ted authored articles on financial planning that have appeared in The Journal of Accountancy, The CPA Journal, The Journal of Taxation and the AICPA Wealth Management Insider. He has been interviewed and quoted in many publications including: USA Today, The Wall Street Journal, Chicago Tribune, Consumer Reports, The Christian Science Monitor, Investment News, Kiplinger Personal Finance Report, Financial Planning Magazine (cover photo February 2013), the, Accounting Today and The Practical Accountant, Ted is a nationally recognized speaker for his expertise on social security and travels across the country speaking on the topic. Since 2005, Ted has been interviewed by hundreds of Radio Stations across the country on a variety of elder care, estate planning, financial planning and income tax topics.
No Agenda or Materials posted.