Form 1040 as a Financial Planning Tool: A Webinar Event

With Speaker Marshall D. Gunn, Jr. CPA/PFS
Thursday, January 18 at 1 pm via Zoom
Attendees Earn 2 CPE Credits

As a CPA, your understanding of your client's financial situation is extensive. With that knowledge and tools like Form 1040, you can guide your clients on their journey to achieving financial independence and cultivate trusting long-lasting relationships. 

Form 1040 seems like your run-of-the-mill, government-issued form that you review for dozens of clients during tax season—but, it provides a number of opportunities for you as a CPA. Understanding how to leverage Form 1040 will allow you to better serve your clients, gain an understanding of their financial habits, and make recommendations to help them grow, accomplish their goals, and feel more secure about their financial future. 

You have the unique opportunity to not only help your clients year after year but to become their trusted advisor. Join us for our free webinar to dive into Form 1040 and how to use it as a financial planning tool. 



Registration for this event has ended. Stay tuned for more webinars and event offerings!

Meet Our Speaker

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Marshall D. Gunn, Jr., is President of Gunn & Company, P.A., CPAs. Mr. Gunn provides consulting, financial and tax planning services to individuals, businesses, retirement plans, foundations and trusts. These services include retirement and investment planning, and estate and gift tax planning.

CPA Magazine listed him as one of the 100 most influential CPAs in America and one of the seven most influential CPA/Financial Planners in America. Mr. Gunn is the author of the books The Money of Love and Take Charge of Your Financial Life! He has received numerous awards as an author or speaker on various financial topics.

On the international level, Mr. Gunn is a frequent guest speaker for various CPA societies and professional associations. He has spoken in numerous forums and has been quoted in The Wall Street Journal, Fortune Magazine, and other print media. He is a frequent guest of the ABC and NBC Jacksonville affiliates where he provides expert tax and financial advice.

Mr. Gunn is frequently called upon as an expert witness. His areas of testimony include business valuation, investment suitability, investment value and various business issues.

A graduate of Jacksonville University, Mr. Gunn holds a bachelor’s degree in accounting. He has served his alma mater as an adjunct faculty member in accounting, taxation and finance, is a past president of the alumni association and is a past member of the Jacksonville University Board of Trustees.

He was appointed by then-Gov. Jeb Bush to the Florida Board of Accountancy. During his tenure, he twice served as Chairman.

Mr. Gunn and his wife Kathy reside in Jacksonville Beach, Florida.