Ryder, Stilwell works closely with our Clients' tax return preparers during the process of formulating the Grand Plan and ensuing investment execution. The communication does not stop there as Ryder, Stilwell’s accounting and cash management system captures all cash receipts and disbursements, investment transactions and income as well as other activity having a tax implication that may be reported to us. This information is used to produce detailed reports that become the basis of each year's tax preparation and planning as well as future investment and tax planning.

These reports include the following:

• Detailed and Summary Cash Flow Reports
• Detailed and Summary Income and Expenses Reports
• Realized Capital Gains Report