Why income transparency is essential
for holistic tax planning  

IRS 1040 Tax forms offer a window into clients' financial habits, revealing influential tax line items for life-planning conversations: hidden cash reserves, charitable giving receipts, high medical deductions, and, sometimes, secondary 401(k) accounts.

Our complimentary 1040 Overlay Sales Kit helps advisors apply tax return data to their clients' financial advantage. It also includes approaches to tax return conversations, interpreting income habits, improving asset placement, and applying new fiduciary updates.

Inside the Kit: 

• A comprehensive 1040 Guide

• Breakdown of the One Big Beautiful Bill Act
• Important tax, Social Security, and Medicare updates for 2026
• Proven prospecting letters for tax professionals and clients
• Updated tax facts and reference tables

Help clients and prospects understand why certified accounts AND advisors need their tax returns this season. Download our 1040 Overlay Kit today!

Fill out the form here to request your kit or call your IAMS Sales Director at 800.255.5055 for more information.