Useful Tax Season Tip



Please don't forget that you may receive a revised 1099 for your brokerage accounts in the upcoming weeks, thereby making filing taxes early precarious. The companies you invest in often amend the information they provide brokerage companies late into tax season. These updates necessitate revised 1099s to be issued. Don't blame your advisor or custodian. And as always, be kind to your accountant.

Musical Treat

If taxes get you down, try Robert Cray's 1040 Blues.