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2019 Key Financial Data

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With the most recent changes to the tax laws, we are providing you with a comprehensive overview.




We hope you will find this to be helpful:

2019 Key Financial Data



If there are amendments throughout the year, we will also provide those updates.




2019 Key Financial Data
Copyright © 2019 Horsesmouth, LLC. All Rights Reserved. Sources: IRS-Rev. Proc. 2018-57, IRS Notice 2018-83, Affordable Care Act, Social Security Administration, Centers for Medicare & Medicaid Services, Misc IRS documents.
License #: 4831324 Reprint Licensee: HighTower St. Louis
Horsesmouth is an independent organization providing unique, unbiased insight into the critical issues facing financial advisors and their clients. Horsesmouth, LLC is not affiliated with the reprint licensee or any of its affiliates.
Information contained herein is current as of 12/27/18. It is subject to legislative changes and is not intended to be legal or tax advice. Consult a qualified tax advisor regarding specific circumstances. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties expressed or implied are hereby excluded.




HighTower St. Louis is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.