1040 Income Tax Forms and W-2 Payroll Statements with Federal Treasury Rebate Checks
10 April 2026

Andersen Managing Director Paige Goepfert is a speaker at the Northern Trust Institute 2026 Wealth Planning Symposium hosted by Northern Trust on April 30, 2026, from 2:15 to 3:15 p.m. CT. The session, Form 1040: A Roadmap to OBBBA Tax Planning, will explore tax planning considerations under the evolving individual tax landscape, using Form 1040 as a framework to evaluate income, deduction, and trust-related strategies, along with planning opportunities and limitations impacting individual and fiduciary taxpayers.