1040 Tax Guide

WealthVest released the 2024 1040 Tax Guide to serve as a way for financial professionals to build knowledge on using their client’s tax returns for deeper planning conversations. It will go through individual entry sections on the 1040 form that can reveal information on clients’ financial profiles. It can be used to lessen their tax burden, uncover planning opportunities, and help financial professionals know more about their clients’ investments.

Click the button below to download the 1040 Tax Guide.

To speak to a member of our wholesaling team about this tool click here or call 877-595-9325