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Your 2023 Tax Information

Tax Planning Michelle & Ken Newsletter

The 2023 tax season is upon us.  

As you begin to prepare your documents to provide to your accountant, we want to highlight the following important items:

As in past years, Pershing will mail documents in phases beginning January 31st.  See the chart below for the dates of each mailing or click HERE to review Pershing's 2023 Tax Guide, a comprehensive guide detailing the phased mailing schedule, as well as additional tax information.  

You can easily access your tax documents online via NetxInvestor.com, Communications tab, then Tax Documents.

Tax Recap Letter ( advisory clients only).

One of the services we provide is an annual recap of items you will need to file your tax return. We will send our annual Tax Recap Letter to you (and your CPA if we have contact information) within the next 30-45 days.

Did you max out  your 2023 retirement contribution? Please contact us if you have questions regarding 2023 retirement contributions to your Traditional IRA, Roth IRA, SEP IRA and/or Individual(k) accounts.


As always, if you have any questions, please contact us.


If you are not currently an advisory client and wish to know more about our services, please contact us for more information.  To see a list of all of the services we provide for our advisory clients, click HERE.



Michelle & Ken

This information has been drawn from sources believed to be reliable. Every effort has been made to assure the accuracy of the information, however, the accuracy of this information is not guaranteed. All investing is subject to risk, including possible loss of money you invest. Diversification does not ensure a profit or protect against a loss. The information provided in this commentary is for informational purposes only and is not a solicitation to buy and/or sell. Investors must consider the investment objectives, risks, charges and expenses of any investment carefully before investing. Avisen Wealth Management (Member FINRA/SIPC) does not provide tax or legal advice. Please consult your accountant &/or legal counsel for guidance.