Caldwell Advisors, LLC

2026 Tax Mailing Schedule

ClientWorks and Account View Maintenance Weekend of 2/7/2026
Maintenance
The Technology team will be performing system maintenance on ClientWorks and Account View beginning at 8:00 p.m. ET on Feb. 7 through 4:00 p.m. ET on Feb. 8. During this time, ClientWorks and Account View will be unavailable. This work is focused on improving the resiliency of our platforms.

Please be aware that our Technology team may require additional time to complete the maintenance processes. Visit status.lpl.com for the latest information over the weekend.

For anyone interested that might leave in the Williamson County TN area.

Thank you to all of those who have served our country! Happy Veterans Day!

Jane Goodall Dies at 91 While on Speaking Tour: She Was a 'Tireless Advocate' for Nature

Jane Goodall Dies at 91 While on Speaking Tour: She Was a 'Tireless Advocate' for Nature Jane Goodall, the renowned conservationist and animal welfare advocate who became the world's foremost expert on chimpanzees after spending decades studying them in the wild in Tanzania's Gombe Stream National Park has died. She was 91.

https://www.history.com/this-day-in-history/september-20/king-triumphs-in-battle-of-sexes

Billie Jean King triumphs in “Battle of the Sexes" | September 20, 1973 | HISTORY In the highly publicized “Battle of the Sexes” tennis match, top women’s player Billie Jean King, 29, beats Bobby Rig...

When you feel like you can't keep going but you need to get to the finishline ... just remember this guy!

Mastiff Competing At Dog Agility A crowd favorite mastiff during the agility portion of the Rocky Mountain Cluster Dog Show at The National Western Complex in Denver, Colorado.

https://www.investopedia.com/terms/f/financial-literacy.asp

Financial Literacy: What It Is, and Why It Is so Important to Teach Teens Financial literacy is the basic education needed to handle money effectively and build a comfortable future.

3 Estate Challenges for Blended Families This article will help your clients with blended families think and prepare their estate strategy.

IR-2025-47, April 14, 2025

WASHINGTON — The Internal Revenue Service announced today tax relief for individuals and businesses in the entire state of Tennessee affected by severe storms, straight-line winds, tornadoes and flooding that began on April 2, 2025.

These taxpayers now have until Nov. 3, 2025, to file various federal individual and business tax returns and make tax payments.

The IRS is offering relief to any area designated by the Federal Emergency Management Agency (FEMA). This means that individuals and households that reside or have a business in Tennessee’s 95 counties qualify for tax relief. The current list of eligible localities is always available on the Tax relief in disaster situations page on IRS.gov.

PLEASE CONTACT YOUR TAX PREPARER OR YOUR LOCAL IRS OFFICE WITH ANY QUESTIONS. WE DO NOT OFFER LEGAL AND/OR TAX ADVICE.

IRS: All of Tennessee qualifies for disaster tax relief; various deadlines postponed to Nov. 3 | Internal Revenue Service IR-2025-47, April 14, 2025 — The Internal Revenue Service announced today tax relief for individuals and businesses in the entire state of Tennessee affected by severe storms, straight-line winds, tornadoes and flooding that began on April 2, 2025.