Update Your Social Security Account

August 9, 2024
I recently received an email that I needed to update my online Social Security account. Is this legitimate or is it a scam?...

Do You Need a Digital Will?

August 2, 2024
My spouse and I had our estate plan - including a will, power of attorney and advance directive - drawn up about 10 years ago...

Hiring a Caregiver for In-Home Help

July 26, 2024
I need a qualified in-home caregiver to help my elderly parent who lives alone. What is the best way to arrange this?...

Energy Credits Reduce Summer Electric Bills

August 9, 2024
Over 3.4 million taxpayers have benefited from $8.4 billion in energy credits. As August air-conditioning bills mount, many homeowners are considering residential energy investments for home improvements...

Protect Your Clients & Yourself with IP PINs

August 2, 2024
The Internal Revenue Service (IRS) Security Summit partners reminded taxpayers they can be protected against tax-related identity theft with an IRS Identity Protection PIN. These PINs are a strong defense against identity thieves. You can...

Identity Theft Red Flags

July 26, 2024
In a special series, the Internal Revenue Service (IRS) and its Security Partners have published several articles to assist tax preparers in helping their clients avoid identity theft...

Integrity and Initiative

August 16, 2024
Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world...

Helping Children Tomorrow

August 9, 2024
Parents and children often have a different perspective on saving and spending. Parents of retirement age today were born during the 1940s or 1950s and have a strong desire to save and invest in order...

Helping Children Today

August 2, 2024
When children are in their 30s and 40s, they frequently are starting a new career or beginning a family. Many are still paying off school debts...