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申博菲律宾app, Nicolaus & Company, Incorporated (申博菲律宾app) is a full-service wealth management and investment banking firm, not an accounting firm, nor is 申博菲律宾app in the business of giving tax advice. The information presented on this page is not intended to be nor should it be considered a basis for proper reporting on an individual’s tax return. Tax laws are very complex and involve a level of interpretation for both State and Federal purposes that only a qualified tax professional should provide.
IRS Circular 230 Disclosure: 申博菲律宾app, its affiliates, and associates are not in the business of providing tax, regulatory, accounting, or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Any such taxpayer should seek advice based on the taxpayer’s particular circumstance from an independent tax advisor.
申博菲律宾app is required by the Internal Revenue Service to furnish various Tax Forms to 申博菲律宾app clients by the applicable due date. The information provided on this page will assist you in understanding 申博菲律宾app’s process as well as provide educational information relating to yearly tax reporting.
The IRS regulations require taxpayers as well as issuers of tax forms to file their return by certain due dates. 申博菲律宾app works very diligently to issue all tax forms in a timely manner. However, due to the complexity surrounding tax reporting and delays in receiving final reportable numbers from the securities issuers, 申博菲律宾app may be required to delay the finalization of your tax information to an alternate date. 申博菲律宾app will continue to work with the securities issuers to receive final numbers in order to provide you with accurate tax reporting information.
If your investments are subject to these delays, 申博菲律宾app will provide a “Delay Letter” notifying you that the mailing of your tax information will be delayed to an alternate mail date. 申博菲律宾app has created a “Preliminary 1099,” which clients can only receive electronically. The “Preliminary 1099” will reflect both finalized information received from the issuers as well as a listing of securities pending reclassification. Since we cannot determine what items may be affected year to year, we highly encourage everyone to sign up for electronic delivery.
Even with these additional steps, the securities issuers may provide 申博菲律宾app with corrected tax reporting numbers before the IRS filing due dates. Since we do not have control over when these corrected tax reporting numbers are provided to 申博菲律宾app, we encourage you to wait to file your 2023 tax return as long as reasonably possible.
To assist you in preparing for the upcoming Tax Return Filing season, 申博菲律宾app has provided a “Preliminary Mail Schedule” as well as the IRS description and summary below.
申博菲律宾app is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.
The iconic image of the bull and bear shows the dedication and spirit of each member of our firm. We are individually and collectively committed to using the forces of the market to benefit our clients.
This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. 申慱sunbet手机版 Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to 申博菲律宾app herein may apply to parent company 申慱sunbet手机版 Corp. or any of its wholly owned subsidiaries, including 申博菲律宾app, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.