The 1040 is a Great Tool for Planning


On SmartMoney.com, June 8, 2007, Benjamin Tobias was quoted in the article The 1040 is a Great Tool for Planning by Will Swarts.  Ben said that examining a client’s tax return can save time and spotlight concerns.  “With a new client, I like to go over their tax return in detail, because it’s a good springboard for a lot of important planning questions.”

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