The Advisory Lens: Unlocking the Full Potential of Tax Transcripts

About this webinar

Tax transcripts contain more than compliance history — they surface the financial patterns and opportunities your clients don't know to tell you about. This session teaches you how to read transcripts with an advisory lens: identifying retirement contribution gaps, income shifts, upcoming enforcement actions, withholding mismatches, and life changes that open planning conversations your clients are ready to have. You'll leave with a practical framework for using transcripts as a year-round diagnostic tool, not just a compliance necessity.

Learning Objectives:

  • Identify key data points in tax transcripts that signal planning opportunities beyond compliance needs.
  • Recognize patterns in transcript data that indicate retirement gaps, income shifts, or withholding mismatches.
  • Use transcript findings to initiate proactive advisory conversations with clients.
  • Spot transcript indicators of upcoming IRS enforcement actions before clients are aware.
  • Apply a repeatable framework for reviewing transcripts as a year-round advisory tool.

Your Presenter

Matt Lievens
Chief Executive Officer
Protection Plus
With over 25 years of entrepreneurial experience in the insurance industry, Matt Lievens specializes in building solutions for large financial institutions and leading high-growth organizations. Since joining Protection Plus, Matt has leveraged his operational expertise and industry knowledge to guide the company’s strategic direction and long-term growth. Passionate about delivering value to clients and fostering strong industry relationships, he ensures that Protection Plus remains at the forefront of innovation and service. Under his leadership, the company has strengthened its reputation as a trusted partner to tax and accounting professionals nationwide.
  • Matt Lievens
    Chief Executive Officer
    Protection Plus
    With over 25 years of entrepreneurial experience in the insurance industry, Matt Lievens specializes in building solutions for large financial institutions and leading high-growth organizations. Since joining Protection Plus, Matt has leveraged his operational expertise and industry knowledge to guide the company’s strategic direction and long-term growth. Passionate about delivering value to clients and fostering strong industry relationships, he ensures that Protection Plus remains at the forefront of innovation and service. Under his leadership, the company has strengthened its reputation as a trusted partner to tax and accounting professionals nationwide.
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