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Wednesday January 29, 2020

IRS Provides a Tax Preparation Tip
Washington News
In IR–2020–17, the Service warned taxpayers about "ghost" preparers who are not willing to sign returns. Some "ghost" preparers promise large refunds from these tax returns. Under federal law, a tax preparer must have an IRS...[Read More]
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'Wait A While' Trust
Personal Planner
Bill and Clara were talking to their attorney Susan about their family. Clara: "It may be time to start the inheritance...[Read More]
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Monitoring Solutions for Loved Ones with Dementia
Savvy Living
My husband, who lives at home, has dementia and I worry about him wandering off and not being able to get back. Can you...[Read More]
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