Washington Alert on W-2s

The IRS, state tax agencies, and the tax industry, has issued an “urgent alert” to all employers regarding the Form W-2 (Wage and Tax Statement) email phishing scam. (IR 2017-20) The phishing scam has gone beyond corporates and has entered into other...
Client Identity Theft Checklist

Client Identity Theft Checklist

Action Steps for Recovery From Identity Theft Identity theft is a complex and evolving threat, and one that costs U.S. citizens billions of dollars annually. Without question, it is one of the most pressing challenges facing our country. Unfortunately, the problem is...

Tip Tuesday: How to talk to your clients on the phone

Talking on the phone has always been a struggle for me, especially in a world where its so easy to text or email information, which is simpler and easier. However, there is something personal about a phone call that you don’t get in an email and, if used...
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