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…

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IRS 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…

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Tax-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…

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