by Kirsten Simon | Aug 17, 2018 | Articles
The IRS has released a new version of Form W-4 and a revised Withholding Calculator on irs.gov (IR-2018-36). These updated tools can help you check your 2018 tax withholding to determine if it’s still appropriate following passage of the Tax Cuts and Jobs Act...
by Kirsten Simon | Aug 16, 2018 | Articles
When your local weather forecaster tells you that it’s going to rain, what do you do? That’s easy–you reach for your umbrella. So why not purchase an umbrella that can protect you in stormy financial weather? Umbrella liability insurance (ULI) can...
by Kirsten Simon | Jul 18, 2018 | Articles
Most Americans will receive Social Security and Medicare benefits at some point in their lives. For this reason, workers and retirees are concerned about potential program shortfalls that could affect future benefits. Each year, the Trustees of the Social Security...
by Michael Smith | Jul 18, 2018 | Articles
Health savings accounts (HSA) are a means for an individual with a qualifying high deductible health plan(1) to save for both current and future health expenses. Unlike any other savings vehicle, they are largely appealing for the triple tax benefit that they offer:...
by Kirsten Simon | Jul 3, 2018 | Articles
Last week, one of our clients came close to being a victim of a sophisticated IRS impostor scam. We wanted to summarize the experience so that our clients are aware and can better protect themselves. The client got a voicemail from someone saying there was a warrant...
