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Legacy Wealth Planning 2009 Tax Season Information for Clients:
* As presented in the Emergency Economic Stabilization Act (EESA) enacted October 2008, the Internal Revenue Service (IRS) has moved the deadline for reporting specific 1099 information to February 16, 2010. LPL Financial has applied for an extended deadline with the IRS in a continued effort to release all client non-retirement 1099 tax forms on the same date, and reduce the number of 1099 corrections. While the February 16th mail date will not completely eliminate the need for corrections, we anticipate a reduction in the overall forms reissued.
If you have any questions or need any additional information, please be sure to contact us at Legacy Wealth Planning ~~ 775-850-2500.
LPL Financial Advisors Ranked #1 in "Client Satisfaction with Advisors" in 2009 J.D. Power Study.
We are proud to announce that LPL Financial advisors obtained a #1 ranking in the key category of "Client Satisfaction with Advisors" in the 2009 J.D. Power Full Service Investor Satisfaction Study. LPL Financial ranked #2 in the overall ranking. This important industry survey of investors clearly demonstrates the value LPL Financial advisors provide to their clients, as well as the value these investors place on the delivery of independent and objective advice.
http://resourcecenter.lpl.com/wpweb//uploads/documents/LPL_JDPOWER%202009FinalForPrint.pdf
To view the 2009 J.D. Power Report, click on the above link.
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Welcome to Legacy Wealth Planning
We are an established group of Independent Financial Advisors
who focus exclusively on what is best for our clients.
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