Each January, for the last decade, Hicks & Associates Wealth Management has hosted what came to be known as our State of the Union Dinner. The event was always well attended, very informative and fun for all. Given the pandemic environment in which we find ourselves this year, we made the tough decision to make this year’s event a virtual event. More on that in a minute.
Now that the New Year is in full swing, we also need to start getting organized for tax filing season. Given this will be our first tax season with assets custodied at TD Ameritrade, the process will be new for all of us. Here are some guidelines on what to expect.
TD Ameritrade began posting the first batch of 1099s to the AdvisorClient.com site last week. The second and third batches should be done by February 11th. Beginning on the 19th of February, TD Ameritrade will then run correction reports every two weeks.
Please note that most clients were set up for electronic document delivery & this includes all tax statements. This means that most will need to print their tax documents from the AdvisorClient.com site. To do so, follow these instructions:
- Go to www.Hicks-Associates.com
- In the top right corner, click the Client Login box
- Click the Access Your Accounts button below the TD Ameritrade logo
- Once logged in, you should see the following in the top left corner of your screen:
- Click the Tax Documents link
- You will then be taken to the Tax Documents page where you can access your tax statements for all of your accounts.
Please note that while TD Ameritrade has started publishing tax documents, as of the date of this email / blog-post, most documents have not yet posted. We will send out another reminder with these directions in the coming weeks.
Returning to the State of the Union event, we will host this year’s event via Go To Webinar on Friday, February 12th at 12:00 noon eastern. We will be joined by Clint Sorenson. Mr. Sorenson is both a CFA Charterholder as well as a CMT Charterholder. He is also the co-founder of WealthShield Partners, LLC the Registered Investment Advisor firm which Hicks & Associates Wealth Management joined in October 2020. Clint and I will review the current state of the market and the overall macro-economy. There is no cost, nor obligation for this event, but registration is required. You can register at the site below. Also, while this event is intended for clients of Hicks & Associates Wealth Management, you are welcome to invite others who may find the event helpful.