What’s New with the 1040: Unlocking Tax Planning Opportunities with Your Return

Staying on top of tax changes is essential for effective financial planning. Join us for an in-depth webinar exploring the latest updates to the 1040 tax form for the upcoming tax season. Join CPA Larry Pon for a review of key changes, common pitfalls, and planning strategies that financial advisors can use to maximize opportunities for their clients. From navigating new deductions and credits to identifying red flags that could trigger an audit, this session is packed with actionable insights. You’ll also learn how to use your client’s tax return as a roadmap for proactive planning that supports long-term financial goals.