The Cohen Investment Group - RBC Wealth Management

Joshua Cohen

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

847-215-5339

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Kyle Thorpe, CFP®

First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

847-215-5334

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Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Alex Ingalls

Wealth Management Consultant

Alex provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Alex also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.

Blake McKibbin

Wealth Strategist

Based in Des Moines, Iowa, Blake helps financial advisors in the firm’s Central division to understand their clients’ goals and determine appropriate strategies for the complex financial issues of high-net-worth clients. He focuses on wealth transfer planning—including trust and estate planning services as well as business succession, charitable and stock option planning. Blake joined RBC Wealth Management in 2018 after 11 years in the financial services industry.

John Panter

Credit Consultant

John works with financial advisors to establish a wealth management practice that manages both sides of the balance sheet. He accomplishes this by focusing on clients’ liquidity needs in the short term, while maintaining a long-term focus on goals-based borrowing through the wealth planning process.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2023.

Tax reporting document	Approximate availability date
Form 1099-R	January 31, 2023
Fair Market Value Statement	January 31 2023
1099 Tax Information Summary	February 15, 2023
Income Summary (FYI Statement)	February 28. 2023
REMIC Tax Information Summary	March 15, 2023
1042-S	April 1, 2023
Revised 1099 Tax Information Summary (tax year 2020 - revision 1)	On or about March 17, 2023
Revised 1099 Tax Information Summary (tax year 2020 - revision 2)	On or about April 7, 2023
5498	June 1, 2023
Revised 1099 Tax Information Summary (tax years 2017-2021)	Monthly, beginning May 2023

Let's start the conversation

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