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How Advisors Can Help Families Start Smart with the Expanded Child Tax Credit

HOW ADVISORS CAN HELP FAMILIES START SMART WITH THE EXPANDED CHILD TAX CREDIT

Cost $12.50
Presentation Length 1.0 hour

Recorded DateJune 15, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Financial planning is often an afterthought while CPAs and tax professionals are servicing clients. With the $1.9 trillion American Rescue Plan providing an expansion of the child tax credit, parents will receive $3,600 for children under the age of six and $3,000 for children ages six to seventeen.

This webinar will explore ways financial professionals can help families by educating them on how recent changes will affect them, helping them assess their financial goals, and leveraging the tax code to meet those goals.

Learning Objectives:


  • Plan how you'll have the conversation with clients on the “why”

  • Determine how to help clients gain clarity on what their financial vision is

  • Recognize how to use the STAR method to equip clients with confidence and actionable items

  • Plan to use the SMART goal setting method to help clients map a plan to meet goals

  • Identify strategies to educate clients and upsell financial plans

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Iralma Pozo, CPA

Iralma Pozo, CPA
Independent Consultant
iralma.pozo@cpa.com
(646) 820-1060

Iralmapozologo

I am a CPA who has worn many hats, with over 20 years of accounting experience. I am currently an independent consultant, educator, and motivator who provides value-adding services and empowerment to businesses and individuals. I advise on business efficiency and how companies can add value and balance into the equation of finding success. In addition, I bring my financial acumen to companies that focus on a variety of segments that merge my personal passion and professional expertise.
  
I earned a BBA in Accounting from Baruch College and a Masters in Finance from Pace University. I started teaching in 2014 and have taught at Baruch College and Mercy College in the past.  I am a past active member of the New York State Society of CPAs (NYSSCPA,) where I served as the CPA Careers Committee Chair and having serviced as a state-wide and chapter board member in the past.
 

About Our Presenter

Iralmapozologo
I help organizations and individuals curate financial wellness and free up time and resources so they can focus on what matters most matters.
 
After my father died unexpectedly in January 2014, I found myself wanting to do more meaningful work and started teaching as an adjunct lecturer and working as an independent consultant. I found I didn't have the systems, structure, and support to build the advisory practice of my dreams and had a bad experience working at an outsourced accounting consulting firm. This all lead me to dig deeper and redefining my end goals, making me curate a new life. I use all of my expertise and experiences to provide guidance and add value to those I serve and advise in different capacities.