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:
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.