Thursday February 22, 2018

News

Savvy Living - Income Tax Filing Requirements for Retirees
Income Tax Filing Requirements for Retirees
What are the IRS income tax filing requirements for seniors this year? I didn't file a tax return the past two years because...
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Personal Planner - Gifts of Cash
Gifts of Cash
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year...
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Washington News - Tax Filing Season Opens Door to New Scam
Tax Filing Season Opens Door to New Scam
As the tax filing season moves into high gear, tax scammers continue to develop new strategies. In IR-2018-27, the Service explained the latest tax scam. Because it is difficult for IRS software to discover scams using actual taxpayer data, the tax scammers have developed a new concept. The tax scammer starts by acquiring your normal tax return information — your name, Social Security Number, typical deductions, filing status and bank...
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