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Jim and Bonnie Bell were honored at the 2018 gala fundraiser for Festival Opera at Scott’s Seafood Restaurant in Walnut Creek on December 12. In addition to serving for three years at the helm of Festival Opera, Jim has also served as board chair for the Oakland Symphony. The Bells and Bell Investment Advisors have been ardent fans and supporters of Festival Opera and performing arts in the East Bay — and they encourage other local businesses to support the arts in our community. Find out more about Festival Opera: festivalopera.org
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