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February 2018

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Tutorial: Download & Share Your Tax Forms

Mike Leist Michael Leist | Articles

Clip Length: 3:33 min

SFS_VIDEO

This short video tutorial will show you how to locate your tax documents on Schwaballiance.com, view and download realized gain/loss information and authorize third parties (i.e. your accountant) to have view-only access.

Contributed by Aaron Evans , Michael Leist

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Founded in 1979, Strategic is a leading investment and wealth management firm managing and advising on client assets over $1 billion.

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