The first one was on how people are not replacing their electronic devices as fast as they used to. Basically, after the initial kinks are worked out (and that time span is getting shorter), electronic devices pretty much work. As …Read More
Hopefully this will never happen to you but in the unfortunate event you become of victim of tax fraud there are some steps that you can take to help alleviate the concern that someone has stolen your identity to file a fraudulent tax return in order to receive the refund.
Generally, the first sign of fraud appears when you try to file our return electronically. Most e-file providers receive acknowledgements from the IRS that the return was successfully e-filed. If a return is rejected, a code will return with the rejection indicating what the issue is. For example, a sign …Read More
A Washington Post “@Work Advice” column outlines scenarios that demonstrate why our retirement accounts and investments merit more vigilance. As the title “When your company plays fast and loose with your retirement savings” indicates, your employer may not play fair with your retirement funds.
One reader wrote in to say that while it seemed that her company had set up her IRA on …Read More
HD Vest, a CPA-centric independent broker-dealer, agreed to pay $225,000 to settle SEC charges of supervisory failure, following the barring of a former independent representative who allegedly swindled his elderly clients of over $300,000. … During his time with HD Vest, Lewis J. Hunter convinced two elderly clients to invest $250,000 in a Canadian bank in 2010 and 2011, providing fabricated guaranteed investment certificates and using their money instead to pay for personal expenses, according… Read More