Honcoop Doherty Wealth Managers

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 2021

Tax reporting document	Approximate availability date
Form 1099-R	February 1, 2021
Fair Market Value Statement	February 1, 2021
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID	February 16, 2021
REMIC Tax Information Summary	March 15, 2021
Revised 1099 Tax Information Summary (tax year 2020 - revision 1)	On or about March 18, 2021
Form 1042-S	April 1, 2021
Revised 1099 Tax Information Summary (tax year 2020 - revision 2)	On or about April 5, 2021
5498	June 1, 2021
Revised 1099 Tax Information Summary (tax years 2017-2020)	Monthly, beginning May 2021

Proud to be work with nationally recognized teammates

As financial advisors, it is gratifying to be recognized as a leader in your industry, because it means we are serving our clients well. We are proud to be recipients of the following awards.

Brandon Honcoop:

On Wall Street’s Top 25 Regional Advisors Under 40 list in both 2018, and 2019. Read the full news release here.
On Wall Street’s Top 40 Regional Broker-Dealer Advisors Under 40 in 2020

Hilary Doherty:

2018, 2019 and 2020 Working Mother and SHOOK Research’s Top Wealth Advisor Moms
2018 Forbes Top Next-Gen Wealth Advisor
2019 Forbes Best-In-State Next Gen Wealth Advisor
2020 On Wall Street Top 40 Regional Broker-Dealer Advisors Under 40
2020 and 2021 Forbes Top Women Wealth Advisor
2021 Financial Planning's Top 40 Regional Advisors Under 40
2021 Forbes Best-In-State Top Wealth Advisor

To read the full news release and see the list, view here.

Source: Forbes.com (May, 2018). America’s Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are not consistently available. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. For more information: <a href="https://shookresearch.com/" target="_blank">www.SHOOKresearch.com.</a>

Source: Forbes.com, (May, 2019). America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.

Source: workingmother.com, (October 2020). Data provided by SHOOK™ Research, LLC. Data as of 3/31/20. SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor's future performance. For more information see www.SHOOKresearch.com.

Source: Forbes.com (April, 2020). America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

Source: Forbes.com (January 2021). Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

2021 - Forbes Top Women Wealth Advisors - Source: Forbes.com (March, 2021). America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.

Honcoop Doherty Wealth Managers

Tax mailing dates

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