[WEBINAR] Mining the 1040 – Understanding Your Clients Through their Tax Return from Ameritas

The IRS Form 1040 is more than a tax document, it’s a powerful tool to understanding a client’s financial situation. Join the advanced planning team as they reveal opportunities for income protection, retirement planning, and business succession and estate strategies. The new Mining the 1040 resource details key sections to review on the IRS Form 1040 and provides conversation starters to help you engage with your clients.