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The Millhollin - Hensen Group - Clive, IA
The Millhollin - Hensen Group

Craig Millhollin  
Associate Vice President - Financial Consultant, Private Client Group
Andrew Hensen, CFP®  
Associate Vice President - Financial Consultant, Private Client Group

Bulletin Board
IMPORTANT 2009 TAX INFORMATION
2009 Tax Reporting Mailing Dates
Below are the approximate mailing completion dates for various tax reporting items:
·         Form 1099-R and Statement of Fair Market Value: February 1, 2010
·         1099 Tax Information Summary: February 15, 2010
·         Revised 1099 Tax Information Summary: March 16, 2010
·         REMIC 1099 Tax Information Summary: March 15, 2010
These reports will also be available online on or around the mailing date.
  
Authorization to Provide Information
With your permission, we communicate with your CPA or tax professional to assist in your tax preparation. In order to provide this service to you, please contact us and we will forward an authorization form to you for your signature.


The 2010 Outlook
Following the dramatic events of 2009, there are a number of issues to consider about the investment environment as the calendar turns. RBC Wealth Management’s Private Client Research Group analysts provide their thoughts about the economy, stock market, and equity investment opportunities for the coming months in the 2010 Outlook report.


Value Statement
Our mission is to provide our clients with a high level of wealth management for every phase of their life cycle. By combining the experience and skills of The Millhollin-Hensen Group at RBC Wealth Management, we deliver investment strategies designed to help clients achieve and maintain financial freedom for themselves, their children and grandchildren. Our group will work in concert with your personal legal and tax advisors to assist in creating an integrated plan tailored to the goals and wishes of your family. The Millhollin-Hensen Group focuses on your wealth so you can spend your time on the things that matter most to you.


Craig Millhollin is currently registered to conduct business with residents of the following states: AZ, CA, IA, IL, MN, MO, NE, OR, TX

Andrew Hensen is currently registered to conduct business with residents of the following states: AZ, CA, DC, IA, IL, MN, MO, NE, OR, TX

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.


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03/13/2010