
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.
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.
Tax reform resulted in broad-based changes to the tax code as well as changes to the Form 1040 and other tax forms.
Limitations on tax deductions for high earners and a reduction in expected Social Security benefits are among many provisions in President Obama’s FY 2014 budget proposal. The $3.77 trillion...
While the new federal tax law brought good news for most taxpayers, there may be confusion for others trying to determine when certain tax provisions apply. The tax reform...