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View Details/Register
View Details/Register
View Details/Register
CPA - medium firm
CPA - large firm
This course provides CPAs with comprehensive training on leveraging TaxStatus to streamline client onboarding and enhance efficiency in obtaining taxpayer data electronically. Participants will learn how to quickly access personal and business tax data, identify new tax planning opportunities, and discover additional revenue avenues.
By integrating with the IRS, TaxStatus offers a two-directional integration, allowing professionals to seamlessly retrieve digital tax data from the official source. This course is designed to help CPAs minimize the time and effort required to access critical client information, enabling them to offer superior services and insights.
Learning Objectives:
- Recognize the functionality and benefit of using TaxStatus for electronic access to taxpayer data
- Evaluate the step-by-step process of onboarding clients and prospects efficiently using TaxStatus
- Identify new tax planning opportunities by analyzing retrieved tax data effectively
- Evaluate personal and business tax return data through TaxStatus to support strategic decision-making
- Recognize additional revenue opportunities for CPA practices using advanced tax data insights
Kevin Knull, CFP®
TaxStatus
President
[email protected]
(703) 300-6666
Kevin Knull, CFP®, has dedicated more than two decades to the financial services and financial technology sectors. His leadership through executive roles at YCharts, Symetra Investment Management, Symetra Services, Inc, Hartford Financial Services, and CEO/President for four registered investment advisory firms has repeatedly resulted in outsized growth. Perhaps most notably, he led MoneyGuidePro through a period of hyper-growth that resulted in the sale to Envestnet, a landmark transaction at that time. Beyond these roles, he has lent his expertise as a consultant to numerous public and private leading financial tech and financial services firms. As President of TaxStatus and co-founder of Integrated Wealth Platform, he continues his goal of enhancing the quality of advice in the industry.
He is well-recognized for his communication skills, frequently speaking at industry events and authored, "Exploring Advice," which has become a valuable resource to the financial services industry.
A veteran of the U.S. Coast Guard, Kevin completed three tours, including Commanding Officer of the USCGC POINT COUNTESS, and is a proud graduate of the U.S. Coast Guard Academy. He is the recipient of the Certified Financial Planner® designation.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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About Our Presenter
TaxStatus is the Advice Personalization Engine and IRS account monitoring platform for financial professionals and the clients they serve.
Better data. Better advice. Better outcomes.
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