Sharing Your Tax Return with Your Advisor 

Your tax return serves as a unique snapshot of your financial situation that can be used to strengthen your financial well-being. By sharing your return with us, we can help make better investment decisions, optimize your financial plan, spot missed opportunities, and plot out your long-term financial goals. 

Sharing Your Latest Return Helps Us: 

  • Implement potential tax-mitigating strategies such as Tax Loss Harvesting and Roth IRA conversions. 
  • Recommend charitable giving strategies or estate planning techniques. 
  • Manage IRA Required Minimum Distributions across qualified accounts. 
     

How to Share Your Return 
Once you receive your completed return, you can submit it to us securely by uploading it to the DCM Client Portal, mailing a hard copy, or – with your permission – having your tax preparer provide us with one. 

Please notify your advisor if you’d like us to contact your tax preparer to obtain a copy of your return. We will take it from there. 

 

This report was prepared by Donaldson Capital Management, LLC, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information in these materials are from sources Donaldson Capital Management, LLC deems reliable, however we do not attest to their accuracy.

An index is a portfolio of specific securities, the performance of which is often used as a benchmark in judging the relative performance to certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. An index does not charge management fees or brokerage expenses, and no such fees or expenses were deducted from the performance shown. Past performance is not a guarantee of future results. The mention of specific securities and sectors illustrates the application of our investment approach only and is not to be considered a recommendation by Donaldson Capital Management, LLC.

S&P 500: Standard & Poor’s (S&P) 500 Index. The S&P 500 Index is an unmanaged, capitalization-weighted index designed to measure the performance of the broad U.S. economy through changes in the aggregate market value of 500 stocks representing all major industries.