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News

Tuesday March 28, 2017


Phone Scams, IRAs and Tax Extensions
Washington News
The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing emails claiming to be from clients. The latest tactic is for a scammer to send an email to tax preparers with a "last minute" request to change the refund destination. The...
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Loans and Sales to Children
Personal Planner
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child...
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Services That Can Help Seniors with the Rigors of Travel
Savvy Living
Do you know of any services that help seniors with the rigors of traveling? My youngest daughter is getting married in a...
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