Don’t Fall Victim to Phony IRS Requests

The phone rings. The caller says they are from the Internal Revenue Service and they claim you owe taxes and must submit payment through a wire transfer or prepaid debit card. Or you receive an email supposedly from the IRS asking you to share your bank account, credit card or Social Security number.  What should you do? Don’t Fall Victim …

Year-End Gifts to Charity

Thinking about making charitable contributions before the end of the year to reduce your taxes? Here is a helpful post from IRS.gov. Something else not mentioned is contributing appreciated stock and other investments. There can be significant savings contributing long-term appreciated investments, but there are special rules to consider. For more information, contact me to discuss. Six IRS Tips for …