This comprehensive and informative guide accompanies the 2013 Tax Information Statement to assist clients with the accurate preparation of tax returns. It contains examples, explanations, and illustrations from Internal Revenue Service schedules to help taxpayers use their Tax Information Statement.
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This comprehensive and informative guide accompanies the 2013 Tax Information Statement to assist clients with the accurate preparation of tax returns. It contains examples, explanations, and illustrations from Internal Revenue Service schedules to help taxpayers use their Tax Information Statement.
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My Tax Handbook
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Winslow, Evans & Crocker, Inc. — Home
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Directions – Boston. Directions – Braintree. How-to: Access my account. Tax Form Downloads to TurboTax. Important information for investors. What approach is right for me? Choosing a financial professional. What to expect: Six steps. Annuities: Income for life. Submit your current policy. Winslow, Evans and Crocker, Inc.,. Is a full-service investment firm. To individuals and institutions. 175 Federal Street, Boston, MA 02110. Ph: (617) 896-3500 Fax: (617) 227-5505. By Douglas E. White, CFA. Get informat...
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Markets at a Glance. James R. Householder, Jr. 14525 Highway 7, Suite 300. 952) 938-9147 or (888) 373-2032. To access your accounts online, please click on the link below. Please note for some sites you will need your account number. If you need assistance accessing your accounts, please call our office at (952) 938-9147 or toll free (888) 373-2032. Albridge Wealth Reporting ). Information and Instructions PDF 208 KB - 10/2014. Pershing's 2015 Tax Guide. Mail Dates 2015 1099 Tax Statements.
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Call Us: (732) 710-4934. We are here to work for you, however we can. Https:/ www.facebook.com/CommonInterestsfinancial. Https:/ www.linkedin.com/in/commoninterests/. Robert J. Goellner CFP , ChFC, CLU. The Financial Services Institute, and the Social Investment Forum. Bob can be found most nights playing his trombone in the Nostalgia Big Swing Band, the Westfield Community Concert Band and the Somerset Brass Quintet, and he is a member and substitute conductor of his church choir. Joseph T Smith CFP.
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Excel Securities and Associates, Inc. 2015 Tax Planning Guide. 2014 Tax Guide (Pershing Accounts). Markets at a Glance. Tax Guide Pershing Accounts. Click here to access guide. 2015 Tax Planning Guide. 2014 Tax Guide (Pershing Accounts). Excel Securities and Associates, Inc. 200 Canal View Blvd. Suite 204. Of this financial professional on FINRA's BrokerCheck. Of this financial professional on FINRA's BrokerCheck.
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Call Us: (732) 710-4934. Investments and Portfolio Design. Investing involves risk including the potential loss of principal. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values. Asset and Wealth Management. Loan, Mortgage and Debt Counseling. Long Term Health Care Insurance. Fixed and Variable Annuities.
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Call Us: (732) 710-4934. Recent Social Media Posts. To give our friends and clients a window into what we’re reading and thinking about. We hope you’ll enjoy our most recent posts, and give us a like below! We found this to be a very interesting tool. If you have a few minutes to play with it, you'll definitely learn a few things! We're proud to be a Certified B Corp, and this article captures why we went through the certification process. Why Companies Are Becoming B Corporations. The student loan debt ...
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Call Us: (732) 710-4934. Bob has been a Certified Financial Planner. Since 1985, and constantly strives to maintain the highest level of integrity and ethical conduct. We are proud members. Of The US Sustainable Investment Forum. US SIF and its members advance investment practices that consider environmental, social and corporate governance criteria to generate long-term competitive financial returns and positive societal impact. Bob is a Proud Member. Of the Financial Planning Association. The Domini Fu...
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Call Us: (732) 710-4934. Our investment strategy is based on the belief that Integrating Financial analysis with Socially Responsible Investing (SRI) Principles leads to a better evaluation of risk and opportunities, resulting in sounder investment decisions. Our investments are screened primarily for three criteria: Environmental, Social, and Governance (ESG), and we actively work to improve the companies we invest in. Common Interests and SRI. Environmental, Social, and Governance Analysis.
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2014 - Tax Guide
To download the Tax Guide, please read the information below and then check the box to affirm that you have done so. The link to download the Tax Guide will then appear:. I affirm that I have read the information above. Download the 2014 Tax Guide. This informative guide can help you or your tax professional prepare your tax returns. It contains examples, explanations and illustrations from IRS schedules to help you understand your tax information statement. What You Need to Know. Mail Dates for Your 2014.
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