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Planned Giving

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Friday July 21, 2017

IRS Launches
Washington News
In IR-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails. Many tax preparers are receiving emails from tax fraudsters. A typical email could be similar to the following: Subject: Tax Return From: Joe Taxpayer Hello: I got your email from the local directory. Hope you are doing good and actively involved in the tax filing season. I would like to file my tax return which includes that of me and my spouse. Details are below. I would like you to have a review and let me know the cost. Click Here to view my details. Regards, Joe Taxpayer If the tax... >>
Integrity and Initiative
Personal Planner
Pat and Allen were talking about their three children. They are empty nesters and the three children are off making... >>
The Hidden Dangers of Heartburn
Savvy Living
Is regular heartburn or indigestion anything to worry about? My 60-year-old husband eats a lot of Tums or Rolaids... >>
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