Advisor Walking

Navigating tax season can feel overwhelming, but you don’t have to do it alone. While we don’t offer tax advice, we’ve created this resource hub to help you simplify planning and have more productive conversations with your clients. You'll find insights to stay ahead year-round and avoid surprises.

Effective tax planning goes beyond filing — it's about helping clients reduce unnecessary taxes and keep more of what they earn. With the right tax strategy in place, you can help them make smarter decisions, take advantage of tax-smart opportunities, and avoid costly mistakes. Explore these resources to make tax season easier and more proactive for both you and your clients

Key Resources

Your Tax Season Toolkit

2024 Tax Support Guide

Help your clients navigate tax season with confidence using our comprehensive Tax Support Guide for financial advisors. This resource is packed with helpful information you need to keep your clients informed and prepared.

Equip yourself today with the tools to deliver value during what may be a complex season for your clients.

Get the Guide
See it in Action

White-Label Client Email Templates

Simplify tax season client communications with our ready-to-use email templates, designed to help you provide timely, helpful updates to clients on key tax topics — without stepping into their CPA's role.

Get the Templates

Post-Tax Wealth Review

Leverage your clients' tax returns to uncover new opportunities. Use this guide to help start conversations around effective investment tax management, turning tax season insights into a personalized roadmap for financial success.
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Custom Indexing + BeFi

Start Having Better Client Conversations

Whether you're guiding clients through tax planning or navigating their emotional biases around investing, these resources will enhance your ability to deliver personalized, value-driven advice. Start building stronger relationships and drive better financial outcomes with insights that matter.

Tax-Aware Strategies
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How To Tax Loss Harvest: A Key Strategy for Direct Indexing Success

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Tax Loss Harvesting: Turning a Negative into a Positive for Investors

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Is Tax Loss Harvesting Worth It?
The Best Way to Grow Your Advisory Firm
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Build Client Loyalty with Tax-Loss Harvesting and Personalized Investment Management
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Tax Alpha: The Secret to Setting Your Firm Apart
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Mastering Tax Planning and Tax Loss Harvesting Conversations with Clients
Behavioral Finance
Empathy and Behavioral Finance
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Beyond Algorithms: The Role of Empathy (and Behavioral Finance) in Financial Advisory

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Emotional Intelligence: IQ got you here, EQ will make you succeed

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09.19.23

Elevating Advisor-Client Relationships: Asset Bucketing Sparks Dynamic Goals-Based Conversations

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07.20.23

Money and the Mind: The Impact of Investor Behavior on Wealth Management

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Key Tax Forms

Help Your Clients Gather Documents

Do your clients have everything they need to file their taxes? Here are some of the most common documents and information they may need to complete their income tax returns.

Investments and Distributions

Form NameForm Description
Consolidated 1099 Tax StatementMay include Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID, and 1099-MISC
Form 1099-RDistributions and other retirement account activity, including Roth converstions
Form 1099-QDistributions from 529 savings plans

Employment and Other Income

Form NameForm Description
Form W-2Employment income
Form 1099-GUnemployment compensation and state tax refunds
Form 1099-NECNonemployee compensation
Form 1099-MISCMiscellaneous income, including rent and royalties
Form 1099-KIncome from payment cards and 3rd-party payment networks
Schedule K-1Partnership, S corporation, and trust income
Form 1099-RPensions, annuities, IRAs, and qualified plans
Form SSA-1099 or Form RRB-1099Social Security benefits or railroad retirement benefits

Homeowner Information

Form NameForm Description
Form 1098Mortgage interest
Form 1099-SSale of your home or other real estate
Settlement statementTransactions associated with buying, selling, or financing real estate
Tax receiptsShowing real estate taxes paid

Other Documentation

  • Gifts to charity (cash and noncash)
  • Childcare expenses
  • Personal property tax receipts
  • Health Savings Account (HSA) contributions and distributions
  • Medical and dental expenses
  • Traditional IRA contributions
  • Deductible retirement plan contributions
  • Higher education fees: Form 1098-T
  • Student Loan Interest Statement Form 1098-E
  • Investment expense records, including margin interest expense
  • Alimony received or paid
Key Dates

2025 Tax Season Calendar

April 15 is the big deadline for tax season, but there are other deadlines you should keep in mind for your practice and your clients. Check the calendar below to help you be aware of some additional key dates.

Date

Tax Event

Jan. 15, 2025Fourth-quarter estimated tax payment due
Jan. 31, 2025IRS deadline for Forms 1099-R and 1099-Q to be furnished to clients
Feb. 15, 2025IRS deadline for Consolidated 1099 Tax Statement to be furnished to clients (may include Forms 1999-B, 1099-DIV, 1099-INT, 1099-MISC and/or 1099-OID)
March 17, 2025Federal tax-filing deadline for S corporations, partnerships and LLCs taxed as an S corporation or partnership
Deadline for partnerships to issue Schedule K-1 to partners
April 15, 2025Federal income tax return filing and payment deadline for individuals and sole proprietorships
Last day to make a 2024 contribution to traditional or Roth IRAs
Federal filing deadline for nonprofit organizations
First-quarter 2025 estimated federal tax payments due
May 31, 2025IRS deadline for Form 5498 to be furnished to clients
June 16, 2025Second-quarter 2025 estimated tax payment due
Sept. 15, 2025Third-quarter 2025 estimated tax payment due
Oct. 15, 2025Federal tax-filing deadline for individuals who filed an extension

Note: All business entity deadlines listed are for calendar tax-year reporting with a Dec. 31 year-end. Different deadlines may apply for business entities reporting on a fiscal tax year.

Partner Content

Resources From Our Trusted Partners

Explore exclusive content shared by our trusted partners to help you navigate tax season and better serve your clients. Use these resources as a complement to your expertise and and help guide your clients to successful outcomes.

DPL
DPL

Sunsetting Tax Rule
Advisor Insights

The Tax Cuts and Jobs Acts is about to sunset. Maximize gift & estate tax benefits for your clients before tax rules change.

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Janus Henderson

Financial Planning Limits and Tax Rate Schedules

Use Janus Henderson's comprehensive guide to understand contribution and deferral limits, plus the latest tax rate schedules. Quickly reference key figures to help guide client conversations and financial planning decisions.

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Capital Group

Wealth Planning Reference Guide for 2025

Navigate 2025 with ease using this guide. Packed with key tax rates, retirement plan limits, and important dates, it’s your go-to resource for informed client planning.

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Orion Custom Indexing

Every Season Is Tax Season

Tax planning doesn’t end on filing day — with Orion Custom Indexing, you have a year-round opportunity to enhance your clients’ financial outcomes. Prepare your clients for future tax years by implementing personalized, tax-aware strategies that help minimize tax drag and aim to maximize after-tax returns.

Explore how Orion Custom Indexing makes it easy to deliver tailored, tax-efficient investment solutions.

Learn More
This information is general in nature and is not intended as tax advice. You should consult a tax professional as to how this applies to an individual tax situation. Nothing contained herein is intended to constitute accounting, legal, tax, security or investment advice, nor an opinion regarding the appropriateness of any investment, or solicitation of any type.
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.
Custom Indexing is an investment strategy wherein a portfolio is managed to mimic an index or other portfolio, while taking into account the tax position, holdings, and individual investing preferences of a client. The performance of a portfolio using custom indexing may vary significantly from the target index (referred to as tracking error or tracking difference), and this variance may increase with greater customization within a portfolio.
Tax-loss Harvesting is a process by which securities trading at unrealized losses are sold to realize a taxable loss. Proceeds from the sales are then used to reinvest in alternate securities to maintain market exposure. Tax-loss Harvesting can be used as a strategy to offset realized gains from other investments and/or carried forward to later calendar years to offset future taxable gains.