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Jim Bell, CFP®, Founder and Chief Investment Officer of Bell Investment Advisors, is eager to educate community nonprofit organizations on the Tax Cuts and Jobs Act and its impact on philanthropy. At this Lunch and Learn, he will speak and take questions regarding:
Bell Investment Advisors’ office
1111 Broadway, 16th Floor, Oakland, CA 94607
City Center Parking accessible from 11th Street at Clay
There is no fee for this event. Space is limited and reservations are required.
To attend, RSVP to RSVP@bellinvest.com, or 510-433-1066 ext. 100
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More