Blog

Stay informed on the things that could influence your financial picture the most.
We offer research and articles.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

No one wants to see an Internal Revenue Service (IRS) auditor show up at their door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its attention.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

The procedures and requirements for challenging the assessed value of your property will differ by state, but you should consider a number of general factors.

Social Security Fairness Act’s New  Chapter

Social Security Fairness Act’s New Chapter

The Social Security Fairness Act, signed into law in December 2024, adjusts two longstanding provisions that previously reduced Social Security benefits for certain recipients: the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).