Posts Tagged ‘tax’
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Continued Curiosity: Candace Lee, CFP®, attends the AICPA ENGAGE Conference
A common trait among our advisors and team at Glassman Wealth is curiosity. We are continuously seeking out more knowledge, discovering better ways to serve our clients, and investigating the intricacies of our interests. That’s why I knew it would be enthusiastically encouraged when I shared that I planned to attend the AICPA ENGAGE Conference…
Read MoreIRS tax scams, phishing, and how to protect yourself
You just returned from a busy day at the office, when you receive a threatening voicemail. Your caller ID says it’s the IRS, and someone filed a fake tax return on your behalf, wanting to claim your refund. They ask you to call back with your Social Security number to verify your identity before discussing…
Read MoreTax-Related Identity Theft – What Is It and What to Do About It
What Is Tax-Related Identity Theft? Tax-related identity theft occurs when someone uses your personal information such as your Social Security number to file early in the tax season in the hopes of receiving a fraudulent refund. Often times, you will be unaware this has occurred until you file your tax return. The IRS will alert…
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