Articles of Interest

Title: The Coronavirus: A Healthy Perspective

Date: February, 2020

Description: We have our first surprise of the year: The Coronavirus. In January, I wrote in my annual forecast that we will be surprised by something this year. This is likely the first of several unexpected, unpredicted events we will experience in 2020, especially given that it is an election year.


Title: What to Do When You Are a Victim of Tax Identity Theft

Date: February, 2020

Description: When it comes to filing our tax returns, we all want to complete every form accurately and according to the instructions. So finding out that someone has filed a fraudulent return in our name is something we never want to experience.


Title: What Happens to Our Stolen Information After a Cyber Breach?

Date: February, 2020

Description: After a cyber breach, we tend to think in terms of what the victim needs to do next. Can any of the stolen data be protected after the fact? What can the victim do to secure confidential information going forward? But for a change, let’s talk about the crime from the cyber thief’s point of view. What does the crook do with our data once he or she has stolen it?


Title: The Setting Every Community Up for Retirement Enhancement (SECURE) Act

Date: January, 2020

Description: On December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, encompassing many aspects of financial planning and retirement saving. Once treasury regulations are released, nuances in interpreting this new law will become clearer. Until then, individuals are left to interpret the law’s effects based on the language of the law itself. This article will address what the SECURE Act entails and who it affects, as well as provide suggestions on how to plan for the changes that have been instituted.


Title: New IRS Withholding Tool

Date: December, 2019

Description: As a taxpayer, were you disappointed by your 2018 tax return? Perhaps you found out that you owed taxes because your paycheck withholdings were insufficient. Or maybe your refund was smaller than you anticipated. Due to changes in tax withholding rates and limited deductions, the Tax Cuts and Jobs Act of 2017 created surprises like these for many taxpayers. Prior to the new law, taxpayers frequently received a refund due to excess withholding.