By Gary S. Williams CFP®, CRPC®, AIF®
As far as taxes go, January is the calm before the storm. Before you know it, your mailbox will be filled with tax forms, you will be gathering charity receipts, and you may be dreading taking the trip to your accountant or starting up your Turbo Tax software.
For most of us, gathering information to prepare our tax returns is simple. However, there are two tax documents you will never receive, but that you may need to be mindful of as tax time approaches.