November 2022 Tax Report
Keeping your tax liability to a minimum is an essential part of maintaining your Cornerstone financial plan.
March 2022 Tax Report
Raymond James Tax Form 1099 Mailing Dates
How to export your tax data, and who to contact at Cornerstone for more information.
Giving Back in a Tax-Efficient Way
Donating to the causes you care about can be deeply rewarding and may offer a tax benefit. Article seen in Sioux Falls Woman Magazine, Dec. 2021/Jan. 2022.
QUALIFIED CHARITABLE DISTRIBUTION (QCD)
If you are age 70 ½ and older you can make a Qualified Charitable Distribution (QCD) in the form of a direct transfer of up to $100,000 directly from your IRA to a charity, including all or part of your required minimum distribution (RMD). In order to qualify for tax year 2021, the funds must come out of your IRA by December 31, 2021.
YEAR END TAX PLANNING WORKSHEET
A list of important deadlines, documents you may need, and strategies to consider.
ACCESS AND EXPORT TAX DATA
Information about exporting tax data from your Raymond James brokerage accounts
Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.