5 Steps for General Tax Planning

5 Steps for General Tax Planning

Most of us are familiar with tax preparation – the act of pulling together our annual income and expenses to complete our tax returns or pass the information on to our accountant or tax preparer to complete our returns.  Tax preparation is typically focused on the...
Recognizing and Avoiding Scams

Recognizing and Avoiding Scams

Scammers use the internet or telephone to trick millions of people every year into sending money or giving out personal information. In this short video, we talk about how to recognize the basic signs of a scam, as well as diving deeper into a few of the more common...