Comment
03-30-2023
10:37 AM
03-30-2023
10:37 AM
We do not shortcut. That is reserved for hack practitioners who only seek to collect fees and provide no care or concern for the client's welfare. What if years down the road information is needed about one particular trade, i.e. the same security is sold but basis history is needed? Hunt down the 1099? I don't think so. We do not shortcut.