by Steven J Weil, PhD, EA, LCAM | Jan 10, 2020 | Blog, Personal Tax
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...
by Steven J Weil, PhD, EA, LCAM | Jan 3, 2020 | Blog, Personal Tax
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...
by Steven J Weil, PhD, EA, LCAM | Jan 2, 2020 | Blog, Personal Tax
Need help getting organized for your 2019 tax return? We have just the thing to help you make sure that you have every thing you need when it comes time to see your tax professional. Just download the 2019 Tax Organizer and review the information it calls for. Now is...
