Attention Advisors

Putnam fund shareholders are being asked to vote on important matters affecting their investments. Find details in this Q&A. (pdf)

Tax center

Welcome to the tax center. We have everything you need to navigate tax season.

Cost basis reporting

Regulations require brokers and mutual fund companies to provide cost basis reporting to the IRS for mutual fund shares acquired after January 1, 2012.

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IRA contribution reports

Check in with your clients about their investment strategies:

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From Wealth Management Center

Preserving and enhancing wealth for the future with financial-planning experts Bill Cass and Chris Hennessey

Consider the ripple effects of a Roth conversion

Consider the ripple effects of a Roth conversion

Here are several considerations including possible impacts on future taxes for individuals considering a Roth conversion.

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Year-end planning ideas for 2023 to lighten the tax burden

Year-end planning ideas for 2023 to lighten the tax burden

As year-end approaches, there may be steps taxpayers can take to better manage their current tax bill or to hedge ...

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Year-end planning review checklist

Year-end planning review checklist

This checklist for year-end planning may help advisors identify ways to minimize taxes and other potential benefits.

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