COMMON TAX SCAMS

Social Security Number Hustle Scam – In this tax scam, the victim receives a robocall saying that his or her Social Security number has been (or will be) “cancelled” because the taxpayer has not paid overdue taxes. Victims are told that they must return the call...

SECURE ACT – Individuals

Congress recently passed—and the President signed into law—the SECURE Act, landmark legislation that may affect how you plan for your retirement.  Many of the provisions go into effect in 2020, which means now is the time to consider how these new rules may affect...