2020 May


Clean House / Clean Financial Records

With all the blogs and articles about the coronavirus, one can soon get tired of them. Here is a different slant – not about how to clean or redecorate your house – but rather why you should review and clean up your financial records.

When we meet with clients, many times they do not have a […]


No, The Coronavirus Hasn’t Changed Everything

Like most people, you likely read the news regularly during ‘normal’ times but have consumed it voraciously during the last several weeks. That practice is not always helpful to one’s psyche; the unrelenting nature of 24/7 pandemic news can leave a person feeling fearful, anxious, exhausted, and stuck. As a needed and timely antidote, we […]


Seven Tips to Protect Your Stimulus Payment

On May 14, 2020, J. Russell George, the Treasury Inspector General for Tax Administration, published seven tips to protect taxpayers against fraud. Millions of Americans have received Economic Impact Payments (“Payments”). These stimulus Payments are a great temptation for thieves and scammers.

The Coronavirus Aid, Relief, and Economic Security (CARES) Act authorizes the IRS to send […]