tax upload | Form CRS/ADV | client log-in |
text
text
Connect
Brad McMillan CFA®, CAIA, MAI Managing Principal and Chief Investment Officer
Bio
  • Chairs the Investment Committee and is the primary spokesperson for Commonwealth’s investment divisions
  • Shares his comments and thoughts on the economy in his blog, The Independent Market Observer
  • Is a Chartered Financial Analyst® (CFA®) charterholder
  • Earned a BA from Dartmouth College, an MS in real estate from MIT, and an MS in finance from Boston College
  • Has prior experience as the founder of Dartmouth Realty Advisors
content-image Back To Team
content-image
Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.

Contact Us