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

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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Putting your tax refund to work

Putting your tax refund to work

With an average tax refund of more than $3,000 many taxpayers are planning to save the funds this year and pay down debt or save for the future.

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Potential new taxes could drive businesses to change structure

Potential new taxes could drive businesses to change structure

Lawmakers are considering potential new taxes that could lead businesses to consider changing their structure from an S-Corp to a C-Corp.

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