Take a look at your investment portfolio. You have lots of tax-saving opportunities in the coming months as the year’s end approaches. But don’t let the tax impact alone dictate your moves. Your decisions should make economic sense, too. Continue reading “Your Investment Portfolio”
The IRS impersonation scam seems implausibly successful for the criminals. The premise of the scheme is dubious on its face: The IRS is demanding payment in gift cards for back taxes under the threat of immediate arrest. And yet thousands of Americans were conned out of millions of dollars. Why? Continue reading “How to Avoid Becoming a Scam Victim”
Thousands of Americans fall victim to various fraudulent scams every year. New communications technologies have sparked a proliferation of telephone impersonation scams, malware computer hijacking, email scams, identity theft, and lonely-hearts cons. Continue reading “Spotting Fraud Victims”
Let’s discuss some tax changes that were enacted at warp speed late last year.
Can I deduct investment fees I pay this year? Continue reading “Tax Changes”