2022 is off to an exciting start, and your Regent Peak team hopes you are having a great year so far!
We distribute this newsletter to keep you, our client, informed of important details, deadlines, and other information you might need.
We hope you find our newsletters helpful. We enjoy staying engaged with you!
Our Team is Growing
Tax Season
Peak Performers
Follow Along
Financial Updates
In October Zack Jurich joined our client service team, assisting Carmen and Emily. We are now pleased to introduce you to Elias Crist, who is our new Associate Relationship Manager. Elias works closely with our advisors to assist in the management of your financial plan.
Learn more about Elias in the coming social media posts and stay engaged with all of our team members on our website.
While we are not tax advisors, we've put together a list of items to keep in mind as you prepare for your 2021 tax filing deadline.
You may have tax documents to capture from any, or all, of the following:
· Charles Schwab
· Purshe Kaplan Sterling ("PKS") / National Financial Services
· Other custodians and broker/dealers if you held funds elsewhere during the 2021 calendar year
Note: You may receive documents directly from the fund, should you hold third party funds.
Other things you may need to consider are any stimulus payments, and/or child credits received in 2021. For those you'll want to keep an eye out for letters from the IRS.
While not necessarily new, you may want to also consider any cryptocurrency transactions that took place throughout the year.
As always, you'll have our support along the way. Please reach out to a member of our team for guidance. For specific tax conversations we will defer you to engage with your qualified tax professional.
Craig's vision is coming to life! Throughout his career our Founding Principal and Managing Director has had the privilege to meet some really interesting people. Through this new video series, Peak Performers, we will showcase those individuals whose stories are unique, interesting, and inspiring! We hope in sharing this series, you will also enjoy hearing about their journey to success and their drive to reach higher goals!
CLICK HERE to watch Peak Performers Episode 1 and Episode 2 is COMING SOON!
Would you like to stay engaged and hear from us more often? We invite you to follow us on social media for more frequent updates. Click here for our LinkedIn, Facebook, Twitter, and newly launched Instagram accounts. You'll soon see new content highlighting our Regent Peak difference!
Deleted an email from us too quickly and want to review it again? Check out the News & Commentary section of our website, where we house a full library of all our content.
Contact Emily Raymond with any feedback on our publications, or suggestions for future topics.
Important reminder: there is no need to wait for your annual review meeting! If there is a change in your financial situation, investment objectives, risk profile, or if any account restrictions should be added, removed or modified, please contact your advisor.