Wealth management tends to be both complex and interdependent, and almost every financial action may have tax consequences. One of the many benefits of working with the team at Cornerstone is that our professionals stay current on the ever-changing tax environment - a key component necessary to help our clients recognize tax reducing opportunities within their investment portfolios and overall financial planning strategies.
Form 1099 mailing schedule
Information about exporting tax data from your Raymond James brokerage accounts
A full set of downloadable forms from the IRS
A full set of downloadable publications from the IRS
Find your federal marginal income tax rate
Review the latest Social Security changes and see if your Social Security income is taxable.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.