Greetings from Omaha, NE,
Tax season is here again, and we know it can sometimes feel like a lot to keep track of. Whether you’re gathering documents, waiting on forms, or coordinating with your CPA, we want to make the process as seamless as possible for you.
To help, we’ve put together key updates on tax forms, deadlines, and what to expect in the coming weeks. We’re also sharing a few interesting reads this month—covering tax changes, financial trends, and insights on managing the rush of daily life. You’ll find them at the end of this email!
Important Tax Updates
Schwab 1099 Forms: If your Schwab account generated income in 2024, it will produce a 1099 form, which Schwab expects to release by the end of February.
Roth IRA Conversions: If you completed a Roth conversion in 2025 for the 2024 tax year, the related 1099-R form won’t be issued until next year. However, your CPA can still file your return without it using the appropriate reporting forms. Let us know if you or your accountant need clarification.
Individual 401(k) Contributions: Custodians report contributions based on when funds are deposited, not when they were earned. If you make 2025 contributions intended for 2024, your CPA will need to track and report them correctly. We’re monitoring this and can assist with any questions.
Alternative Investment Tax Forms: Most alternative investments generate a 1099 or K-1 tax form. If you hold one or more, we will email you a personalized overview in the next two weeks with details on which funds have tax forms, when they’ll be available, and how they’ll be distributed.
Energy Investments & K-1s: If you’ve invested in energy-related funds in recent years, your K-1 may offer significant tax benefits. Be sure your CPA receives this form before filing. If needed, we’re happy to coordinate directly with them.
If you have any questions, we’re here to help.
Wishing you a smooth and stress-free tax season!
Matt Lessman
 | Tax season 2025: Everything you need to know about deadlines, refunds, audits and more It’s baaa-aack: tax season. Starting Jan. 27, the Internal Revenue Service will begin accepting and processing 2024 returns. Here are some answers to this year’s most frequently asked tax questions.
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 | Super Bowl footballs are ready to go within hours of the matchup being set As soon as this year’s Super Bowl matchup was set, workers at the Wilson Sporting Goods football factory jumped into action.
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 | The Insidious Effects of Hurrying Hurry sickness — characterized by impatience, chronic rushing, and a constant sense of time scarcity — is quietly sabotaging our relationships and health. Harvard Business Review has new research on anxiety and stress, and how to free yourself. Because It’s not about how fast you go; it’s about how well you use the time you have.
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 | The Dueling Science Behind How Alcohol Affects Your Health Two reports are set to influence American guidelines for alcohol consumption this year. Any change in the Dietary Guidelines for Americans could have far-reaching consequences for the alcohol industry and the public. At issue: What qualifies as “drinking in moderation?” Currently it’s up to two drinks a day for men and one drink a day for women.
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 | Are US Taxes Too High or Too Low? Choose Your Chart Historically speaking, current US tax levels are about average. Compared with other affluent countries, they’re low. But there are more ways to look at it. These charts from Bloomberg help put it into perspective.
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| How Much Is Your College Football Team Worth? The Ohio State Buckeyes were just crowned the best team in the country. According to an analysis of what each team would be worth on the open market, they’re also the most valuable program in the sport.
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