News

50% PENALTY... | December 8, 2014

The Internal Revenue Service reminded taxpayers born before July 1, 1944, that they generally must receive payments from their individual retirement arrangements (IRAs) and workplace retirement... More >>

Certifications. YES – They Matter | December 1, 2014

Results from ORC International survey conducted in November 2014, sampling 850 US investors with investable assets of $100,000 or more (excluding primary residence). A summary of the results... More >>

Social Security 2015 Increases | October 31, 2014

Social Security Announces 1.7 Percent Benefit Increase for 2015 Monthly Social Security and Supplemental Security Income (SSI) benefits for nearly 64 million Americans will increase 1.7 percent in... More >>

IRS Tackles Identity Theft | October 1, 2014

January 2014:  The Internal Revenue Service (IRS) has seen a significant increase in refund fraud that involves identity thieves who file false claims for refunds by stealing and using... More >>

IRS provides new instructions for Obamacare | September 1, 2014

IRS provides new instructions for Obamacare. The IRS’ new home page for Affordable Care Act Tax provisions can be found here. Information is segmented by individuals, employers, and other... More >>

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