Happy New Year!
We hope you, your family, and/or your businesses are all doing well.
With the new year, we are excited to work towards your financial goals, 2025 strategic portfolio planning, and much more. Before we dive into all of that, our team fields many questions related to the timing of your tax documents.
We wanted to be as proactive as possible in sharing estimated arrival times for your tax documents - and provide a friendly reminder that your tax documents are first available online by logging into your accounts via Adviceworks, which you can find by using the link on our website, www.BrightFutureWealthManagement.com or by using this link: Adviceworks Client Portal.
Without further ado, please note that Pershing, a BNY Mellon company, provides tax reporting on our behalf. The mailing date of your Form 1099 depends on the types of holdings in your account. The following schedule will apply, although dates are subject to change:
* Holding only these types of securities does not guarantee that your tax statements will be mailed on the indicated dates.
If you have any questions, please call or email the office, we're happy to assist.
This communication is designed to provide accurate and authoritative information on the subjects covered. It is not however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.