Dec 5, 2019 | News, Personal Finance, Tax
Author: Catherine M. Miskiv, CPA Statistics show that phishing has become rampant and, based on the number of calls we receive from clients, the scammers are very good at impersonating the taxing authorities. This past year we saw a significant increase in incidences...
Dec 5, 2019 | News, Personal Finance, Social Security
By Francis C. Thomas, CPA PFS The Bipartisan Budget Act of 2015 (BBA) has introduced substantial changes to Social Security law. The BBA passed the federal legislative branch on Halloween weekend 2015 without public input or debate. It became effective when the act...
Nov 24, 2019 | Personal Finance, Tax
Health Savings Accounts (HSAs) are one of the best retirement and investment tools for various reasons. A HSA is a savings account set up for the sole purpose of paying the qualified medical expenses of the account’s beneficiary or the beneficiary’s dependents or...
Nov 10, 2019 | Personal Finance, Tax
Health Savings Accounts (HSAs) are one of the best retirement and investment tools for various reasons. A HSA is a savings account set up for the sole purpose of paying the qualified medical expenses of the account’s beneficiary or the beneficiary’s dependents or...
