Michael Calvelli spent more than 30 years working in financial services in New York and San Francisco before he began working directly with clients as a financial advisor. During that period, he spent his career at investment firms, custodial banks, clearing firms, and working with independent broker-dealers. He also started a broker-dealer in San Diego.
“Through all that, I really thought that I would love to work with individuals,” Calvelli said. "It just felt like there was more to the financial industry that I was not experiencing.”
The 2017 tax season is approaching and we want to make sure you are aware of some important dates regarding your 1099s and other tax documents.
We recommend keeping these dates in mind when setting up appointments with your accountant so that you have time to receive your documents beforehand. We are unable to verify which mailing your account(s) will fall under, however clients most commonly received their 1099s during the first and second mailings (**).
