Check Your Beneficiary Designations Now, Before Disaster Strikes

You should probably take one very important estate planning action as soon as you finish reading this. Check the beneficiary designations for your: bank accounts, brokerage firm accounts, tax-favored retirement accounts, company benefit plans, life insurance policies, annuities, and 529 college savings accounts. If you have not yet turned in… Read More

Maintaining a Secure Computer Environment

The IRS has released a series of security related articles to assist both taxpayers and tax professionals in creating a secure computer environment. They encourage everyone to review the security protocols you have in place, what steps you are taking to protect your private information, and how to make your… Read More