Monthly Archives: October 2015

IRS Scams Continue

October 14, 2015

Nationwide scams against taxpayers continue to grow and evolve.  Scammers, posing as the IRS, attempt to trick taxpayers into making false tax payments directly to them or providing them with the taxpayer’s personal information. The IRS reports that since October 2013, its Treasury Inspector General for Tax Administration (TIGTA) has received reports of roughly 600,000 […]

Beyond Wills – Planning For Later In Life

Having an updated estate plan is an important step for individuals at any stage of their life; however, later in life, there are additional concerns that should also be addressed and planned for to make for a smooth transition into retirement age and beyond. Retirement.  It is important throughout your career to discuss your retirement […]

Powers of Attorney-How Can They Work For You

Powers of Attorney are a great planning tool and while most commonly used in the case of one’s incapacity can in fact be useful in many situations. A Power of Attorney authorizes another person, your agent, to act on your behalf.  A Power of Attorney can be executed at any time so long as you […]