Helpful Information for Filing 2022 Income Taxes and Proactive Tax Planning for 2023

Please click here to access our Q1 Tax Report.  This 8-page report should be sent to your best clients and prospects.

 

*While this material has been reviewed and approved by Raymond James Compliance, you will still need to submit the item to RJ compliance with a 1730 for approval of branch-specific disclosures.

Please note: For LPL Advisors: Specific articles with LPL tracking numbers have been given an ‘Approved As Is’ status by Marketing Regulatory Review. For advisors who want to use and/or customize preapproved materials, they must first be directed to Chapter 15 (Communications with the Public), Section 26.3 (Pre-Approved Communications), of the Advisor Compliance Manual, posted on Branch Net.

New LPL subscribers must have their initial newsletter template submitted and approved through ComplianceMAX.