ADFP Webinar Series - Income Tax 101 - Back to Basics

When was the last time you took a clear, hard look at your income tax return? Are you one of millions who hand data off to a professional to “manufacture” the return? Or do you have a more intricate knowledge of your family finances to produce the document yourself? Presented by Peggy L. Tracy, CFP®, CDFA, CFE

Wednesday, January 20, 2016; 1:00 PM - 3:00 PM EST

Member - $89
Non-Member - $114

Register Now

This webinar/seminar will bring you immediate savings no matter who does the actual form filling-out. Here's the secret: IT'S NOT THE FORM THAT IS IMPORTANT. IT'S THE NUMBERS AND RULES BEHIND THE LAWS THAT DETERMINE HOW MUCH YOU PAY IN TAXES. This is partially under your control and everyone can take advantage of reducing their tax bill.
You can continue to compile the same information every year because "that's how you've always done it." Or you can invest a small amount of time and money to look at your tax return in a whole new light. This webinar will discuss many areas of Form 1040, including an in-depth view of various tax deductions and tax credits that may apply to you.
Properly used, your tax return can provide an entire new area in your budget to save additional money. Who doesn't like to take advantage of legitimate deductions and pay less in taxes? It's just a question of being informed and learning how to manage your paperwork/receipts to make a difference in your tax bill and that of your clients.
Five bullet points:
1)     Discussion of medical and health deductions
2)     Income-related legal fees. How much of a divorce bill can be written off?
3)     Home office  deductions
4)    CDFA business write-offs
5)     Handling your tax documents - save or toss
This is a beginner level but everyone can benefit since we all pay taxes. This seminar was presented at the ADFP conference in San Diego and received great reviews.
Peggy L. Tracy, CFP®, CDFA, CFE has been preparing income taxes for individuals and corporations for over 30 years. She is the owner of Priority Planning LLC in Wheaton, IL. In October Peggy had an article picked up by the Huffington Post and is a current ADFP Board member.


These webinars cover advanced topics with Family Law Software co-founder Dan Caine.  Elligible for 2 CE's per webinar.


Cost: The cost for each Webinar is $89. You may select three for $249.


Time: Each webinar runs for approximately 90 minutes



Negotiation Tools & Techniques

Dealing with the Business in a Divorce

Accumulations and Liquidations



Rental Real Estate and Defined Benefit Pension Plans

Mastering Analyses and Reports

Dividing Assets After Tax


  • Lili Vasileff, CFP®, CDFA™, "Divorce Financial Planners and Mediators in the Divorce Sandbox: Parallel Play or Evolved Coordination" live presentation on February 24, 2015
  • Diane Brazen Gordon, JD, "Bankruptcy and Marital Debt" live presentation on June 18, 2015
  • Brian Gordon, "Cutting Edge Long Term Care Planning Solultions" live presentation on September 15, 2015
  • Veronica Silva, Esq., "QDRO's" live presentation on November 17, 2015
  • Diana Shepherd, CDFA™, "Marketing and the Media" live presentation in December, 2015
  • Bill Donaldson, CFP®, EA, CDFA™, "9 Key Tax Issues You Must Consider In Your Case" originally presented on April 24, 2014
  • Amy Whitlatch, CFP®, CDFA™ & Kevin Worthley, CFP®, CDFA™, "College Planning and Divorce" originally presented on May 14, 2014
  • Rosemary Frank, MBA, CDFA™, CFE, "Practice Management for Divorce Financial Planners" originally presented  on July 16, 2014
  • Peggy Tracy, MBA, CFP®, CDFA™, CFE, "Divorce Dissipation and Related Fraud Issues" originally presented on August 20, 2014
  • Mary Anne Ehlert, CFP®, "Special Needs Considerations in Divorce" (to be scheduled; call for details)
  • Vikram Rajan, Co-Founder of PhoneBlogger.net, "Digital Marketing and Networking" originally presented on November 12, 2014
  • Andrew Samalin, CFP®, EA, CDFA™, "Divorce and Real Estate" originally presented on December 10, 2014 

Most webinars qualify for 2 CE's, run for 90 minutes, and the presentation material will be made available to registrants. 

ADFP 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.learningmarket.org.