Get your client-ready 1099 Guide.

1099 guide example

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.