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Account Maintenance Corner: Tax Prep

by AOG Wealth Management

Tax season is upon us! Please take a glance at our helpful hints below…

Tax Preparation Packets
As a wealth management firm specializing in assisting high net worth individuals and businesses with their financial needs, we strive to provide exemplary client service. As a component of that service, we are in the process of preparing a Tax Packet which will be emailed the week of February, 13th if not sooner. If you would prefer a hardcopy of this information mailed to you as done in previous years, please email me at It will include:

  • AOG Wealth Management 2016 Advisory Fee Statement (Qualified & Non-Qualified Accounts, if applicable)
  • Checklist of tax reporting documents you should expect to receive for investments we manage (if applicable)
  • TD Ameritrade 1099 (if applicable)
  • TD Ameritrade Cost Basis (if applicable)
  • CPA Consent to Release Financial Information and Documents form so that we may work directly with your CPA

2016 Contributions
Contributions for the 2016 tax year can be made up until your 2016 federal tax returns are filed. The maximum annual contribution limit is $5,500 to a Traditional or ROTH IRA and $6,500 for anyone over the age of 50.

Partnership Programs
We want to notify tax easements investors and tax preparers what to expect and when to expect documentation needed to file your 2016 taxes.
The deadline to issue partnership K-1’s to investors is scheduled for March 15, 2017. We anticipate that investment companies will send packages via hard copy or electronically to clients on or before that date. The tax filing package you receive will include IRS Schedule K-1.
*Those that invested in a Land Conservation Easement will also receive Form 8283 and Form 8886 with their K-1.
Please call our office at 1-877-600-3573 and one of our client service team members will be more than happy to assist you with any questions.

Securities offered through TD Ameritrade Institutional Services located at 5010 Wateridge Vista Dr., San Diego, California 92121-5775. Investment advisory services offered through AOG Wealth Management, Inc. AOG Wealth Management, Inc. is neither an affiliate nor subsidiary of TD Ameritrade Institutional Services.

Please submit all tax forms to your tax preparer for their review and evaluation. Consult with your tax and/or legal advisor for tax guidance. The opinions and views expressed here are for informational purposes only. Please note that neither Kalos Capital nor any of its agents or representatives gives legal or tax advice.

Category: Company Updates, Helpful Tips