Tax center

Welcome to the tax center. We have everything you need to navigate tax season.

Cost basis reporting

Regulations require brokers and mutual fund companies to provide cost basis reporting to the IRS for mutual fund shares acquired after January 1, 2012.

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IRA contribution reports

Check in with your clients about their investment strategies:



From Wealth Management Center

Preserving and enhancing wealth for the future with financial-planning experts Bill Cass and Chris Hennessey

Deficit projections could signal higher taxes

Deficit projections could signal higher taxes

The federal government recently released a report on the nation’s finances, including longer-term projections for a rising deficit, which could ...

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Six planning strategies for a down market

Six planning strategies for a down market

It can be difficult to navigate a down market, investors may be able to take advantage of tactical planning opportunities.

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How to be smart about taxes in the year ahead

How to be smart about taxes in the year ahead

With the 2021 tax filing deadline over, it may be time to think about planning strategies for taxes for the rest of the year.

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