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

Three ways the Inflation Reduction Act may impact health care

Three ways the Inflation Reduction Act may impact health care

The Inflation Reduction Act may impact health care costs for Medicare recipients including price reductions on certain medications.

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Tax and spending bill scaled down to pass Senate

Tax and spending bill scaled down to pass Senate

Following months of negotiations, Democratic leadership in the Senate announced last week they reached a deal on a tax and spending bill.

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Understanding gifting rules before the sunset

Understanding gifting rules before the sunset

When the TCJA expires in 2025, the lifetime exclusion amount for gifting will be reduced, impacting gifting rules and decisions being made today.

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