Archives

17
Oct

Recent Tax Developments & How They Could Affect You

Recent Tax Developments & How They Could Affect You We wanted to take the time to provide you with a summary of recent tax developments that may affect you, your family, your investments, and your livelihood. Please call us for more information about any of these developments and what steps you should implement to take …

10
Oct

2017 Disaster Tax Relief Bill – Part II

2017 Disaster Tax Relief Bill – Part II Congress has recently passed and the President has signed the “Disaster Tax Relief and Airport and Airway Extension Act of 2017”. While the name may be long and confusing, this new bill has several tax provisions for the victims of Hurricanes Harvey, Irma, and Maria that are …

9
Oct

2017 Disaster Tax Relief Bill – Part I

2017 Disaster Tax Relief Bill – Part I Congress has recently passed and the President has signed the “Disaster Tax Relief and Airport and Airway Extension Act of 2017”. While the name may be long and confusing, this new bill has several tax provisions for the victims of Hurricanes Harvey, Irma, and Maria that are …

2
Oct

The Latest 2017 Tax Reform Proposals

The Latest 2017 Tax Reform Proposals Whisper Down the Lane? Remember the game in elementary school where your class formed a line and someone started to whisper in their neighbor’s ear, then they whispered it to the next person, and so on?Usually, when you reached the end of the group, the message was much different …

9
Feb

Another Phishing Scam – Forms W-2

    Teach a man to phish, and he will come up with all sorts of new scams.   This IRS has recently renewed its warning about an email scam that targets payroll and human resources departments.  The scam involves emails sent directly to Payroll/Human Resources requesting personal employee information such as Social Security numbers …

26
Jan

New Email Phishing Scam Targeting QuickBooks Users

On January 25, the Better Business Bureau issued a warning about a new email phishing scam that targets the users of Intuit’s QuickBooks accounting software programs.  The scam email contains a subject line of “QuickBooks Support: Change Request” and looks like a legitimate email from Intuit.  The body of the email requests a confirmation about …

5
Oct

What Do Trump’s Released Tax Forms Tell Us?

The release of three pages from Donald Trump’s 1995 tax returns by the New York Times has created quite a stir, but what do these forms really tell us?  As it turns out, not much.  You see, the first page of any tax return is a lot like the first page of the newspaper.  You …

27
Sep

Beware of the Affordable Care Act Email Scam

The IRS has issued a warning of a new email scam mentioning the Affordable Care Act (also known as the ACA or “Obamacare”).  The email appears authentic and includes a fake Notice CP2000 attachment.  A Notice CP2000 is a form the IRS uses to notify taxpayers when income reported to them by third parties does not …