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Your Team at LPA Strategic Capital

(732) 462-1180

Your Tax Statements 

It is once again the time of year to begin preparing for tax filings. Pershing, a BNY Mellon company, provides tax reporting on our behalf. The mailing date of your Form 1099 depends on the types of holdings in your account. The following schedule will apply, although dates are subject to change:

*Holding only these types of securities does not guarantee that your tax statements will be mailed on the indicated dates.

For more information, including a sample 1099 statement and additional details about the mailing timeline, visit

If you have any questions, please contact us at (732) 462-1180 or send us an email at