In this week’s video, Patrick Gaul, CFP® discusses the “1099 Letter” our office will be sending out this week. He also touches on when you can expect various tax forms to be generated by custodians.

As always, please do not hesitate to reach out to our team if you have any questions pertaining to your financial plan.

All content is for educational purposes only and does not constitute financial, tax, or legal advice. Please contact the professionals you work with before making any decisions.