Get your client-ready 1099 Guide.
Here’s how tax-smart advisors are talking to their clients about investment taxes.
Have you talked with your clients about the Form 1099-DIV they may have received for last year? If not, you better reach out to your clients now.
While Form 1099-DIV is used for tax-preparation, it also can be used as a valuable tool to diagnose the tax efficiency of your clients’ investments.
Request this resource today and help your clients understand what they should learn from their Form 1099-DIV to help reduce their tax burden.
It’s your gateway to efficient client conversations on tax-managed investing.
Complete the form below to get the 1099 Guide emailed to you.
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Upon submission, you'll receive an email to download the guide.