How the Election Changes Your (Tax) Life

Our friends at the accounting firm  kronergamble cpa, p.c. have put together an overview of Donald Trumps tax proposals for 2017.  Click here to read more.

 

TDA 1099 Correction Cyles Click here to read more.

 

 

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TD AMERITRADE 1099 INFORMATION GUIDE

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INTERNAL REVENUE SERVICE

http://www.irs.gov/

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TAX RESOURCES FROM FIDELITY 

 

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NEW YORK STATE DEPARTMENT OF TAXATION & FINANCE

http://www.tax.ny.gov/

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Securities offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC
Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor.
Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission ("SEC") and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.

William J. Prentice II AWMA®, CFP®, CIMA®

is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, IN, MD, MA, MI, NJ, NY, NC, OR, PA, RI, SC and TX.