Tax center

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

  • General
  • Helping with your tax forms
  • Fund tax data
  • 2019 tax rates

  • 2018 tax rates

Capital gains

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:

Three planning considerations now that tax season is over

Three planning considerations now that tax season is over

Now that the first tax season under tax reform is in the books, what are some tax planning considerations for the rest of the year.

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Fewer estates taxed under tax reform, but state taxes still a concern

Fewer estates taxed under tax reform, but state taxes still a concern

Under tax reform, the federal estate tax applies to fewer estates, yet more than a dozen states have estate or inheritance taxes.

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