Attention Advisors

Putnam fund shareholders are being asked to vote on important matters affecting their investments. Find details in this Q&A. (pdf)

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:

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From Wealth Management Center

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

State mandates drive business owners to explore retirement plans

State mandates drive business owners to explore retirement plans

With more states requiring workplace savings plans it may be an opportune time for businesses to establish their own retirement plans now.

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Growing number of single households face unique challenges

Growing number of single households face unique challenges

Without additional resources single households may be more vulnerable to financial shortfalls, making financial planning particularly important.

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Ten income and estate tax planning ideas for 2024

Ten income and estate tax planning ideas for 2024

Taxpayers may want to consider these income and estate tax planning strategies to save more and try to reduce taxes.

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