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Professional Advisors We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends.
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Personal Planner - Gifts of Cash
Gifts of Cash
Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a good time to be more careful. So we watched our budget, took a less expensive vacation, and...
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Washington News - “Phishing” Warning for Tax Preparers
“Phishing” Warning for Tax Preparers
In IR-2015-31, the IRS warned tax preparers to be on guard for “bogus emails.” IRS Commissioner John Koskinen stated, “I urge taxpayers to be wary of...
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