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Category Archive:
Tax Planning


Beware of Schemes During Tax Season

It’s tax season! Every year, around this time, the Internal Revenue Service (IRS) publishes its dirty dozen – a list of scams criminals use to try and ferret out personal information and/or steal money.1

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How to Protect Yourself from Tax Identity Theft

LynnThis is surprising! Who would have thought that filing tax returns could be a culprit in identity theft?

Did you know that in 2015 the Federal Trade Commission reported a 50% increase in identity-theft complaints, of which the majority involved tax refund fraud? For those affected by fraudulent tax refunds the average time to reach a resolution is 278 days. There are many ways to protect yourself against common scams. Click here to learn more.

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7 Reasons a Roth IRA May Be a Good Idea for You or Someone You Love

2016 02 Laurens signatureIt’s almost tax time. During April, many people take advantage of the opportunity to reduce taxes by funding a Traditional IRA. While that makes sense for some Americans, others may benefit by contributing to a Roth IRA that offers no immediate tax break, but has other tax advantages, such as tax-free growth potential and tax-free income during retirement. Some people may realize the greatest benefit by having both types of IRAs.

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