Charitable Giving Tax Forms

CHARITABLE GIVING

IRS forms 8283 for 2018 are now available for those who contributed $500 or more of publicly traded securities for the 2018 calendar year. You can access this form by logging into your Fidelity Charitable Giving account or by contacting Jaycee Smalley at jsmalley@newcapitalmgmt.com or at 713-388-6322. If you receive paper statements and tax forms, this form should also be mailed to you.

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Portfolio & Market Review: February 2019

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How to Plan for Retirement