To prepare for tax season, here are a few things you will need to keep in mind. Should any of these circumstances apply to you, please notify your advisor to discuss your account. Federal and State Voluntary Withholding – If you have had a change of address in 2017, you must notify your advisor by December 15, 2017, to ensure that withholding amounts can be corrected within the same tax year. It’s recommended that you review your account … [Read more...]