The IRS tax Form 1040 can be used to launch financial planning discussions.
An obscure rule for tax-savings on highly-appreciated company stock may be more appealing to clients following additional clarification and guidance from the Internal Revenue Service on the investment income surtax. Federal laws include special tax treatment for certain distributions of company stock held within a retirement plan. Under this rule, only the cost basis of
During tax season, it’s common for both advisors and clients to be focused on tax filing forms. But tax forms may be used for more than just filing taxes. Consider using IRS tax form 1040 to launch a variety of planning discussions. Use the table below to see how the line items reveal information that