- Tue23Oct20182:00 pm
Using Form 1040 as a Financial Planning Tool
10/23/2018 2:00 pm-4:00 pm Eastern Time
A client’s completed Form 1040 is the single most important financial document available to assist a financial planner in understanding a client’s current financial situation. In addition to any other attached forms or schedules, the 1040 shows the details of all income sources, number of dependents, marital status, and contributions and withdrawals from IRAs and qualified plans.
IRS CE: 2 Hours/Federal Tax Law;
NASBA CE: 2 Hours/Taxes
Eric A. Smith, CFP, CLU, ChFC, CRPC, ATP