Form 1040 gets an overhaul under tax reform
Tax reform resulted in broad-based changes to the tax code as well as changes to the Form 1040 and other tax forms.
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Preserving and sustaining wealth for the future
Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Taxpayers may owe Uncle Sam due to health-care subsidies
This tax season marks the first time taxpayers who received federal subsidies to purchase insurance on health-care exchanges will have to report these tax credits on their returns, leading...
