Category: Charles Schwab Notifications

New Look for Schwab Alliance

by Gene G. Smith, CPA Smith, CPA | Feb 6, 2014 | Charles Schwab Notifications | 0

Beginning on February 5, anyone who uses SchwabAlliance.com may notice an updated design for the site, which reflects Schwab’s most recent brand update. These changes are minor, and only affect the...

Michigan State Tax Withholding Changes: Schwab Client Notification to be Mailed 2/15/2012

by Gene G. Smith, CPA Smith, CPA | Feb 15, 2012 | Charles Schwab Notifications | 0

Effective January 1, 2012, Michigan requires Schwab to withhold state income tax on certain qualified pension and retirement distributions unless the participant is eligible to and elects out of withholding. As a result,...