Monthly Archives: September 2014

Is It Time to Invest in Bitcoin?

By |2017-05-18T22:55:07+00:00September 23rd, 2014|News & Events, Technology|

Cryptocurrencies Are Highly Volatile, but Some Say They Are Worth It For some investors—those with stomachs for volatility—it may be time for a closer look at cryptocurrencies. By now, most investors have heard of bitcoin, following its phenomenal growth last year. Bitcoin, an electronic currency made by computers creating series of unique numbers through complex [...]

Should You Gift Some Assets to Heirs Now?

By |2017-05-18T22:55:07+00:00September 23rd, 2014|Estate & Trust|

Leaving Behind too Big of an Estate Can Cause Tax Pain Later When it comes to retirement planning, most people are focused on making sure they don't outlive their assets. While that is key, there is a serious risk that many people overlook: leaving too much money on the table when they die. That can [...]

DOL Scrutinizing Large Employer Health and Welfare Benefits for Annual Requirement Filing

By |2015-06-05T18:35:33+00:00September 22nd, 2014|News & Events|

As an employer, if you offer any type health and welfare benefit and you have more than 100 employees receiving those benefits, you may be required to file Form 5500, the Annual Return/Report of Employee Benefit Plans with the Department of Labor (DOL)/ Internal Revenue Service (IRS)   A couple of examples of health and [...]

IRS Phone Scams Remain a Threat

By |2017-05-18T22:55:07+00:00September 11th, 2014|Corporate & Partnership Tax, Individual Tax, News & Events|

Officials Say the Actual IRS Will Never Make First Contact by Phone Con artists posing as Internal Revenue Service agents are back in the news. Despite previous warnings from government officials, some taxpayers still haven't gotten the message. "There are clear warning signs about these scams, which continue at high levels throughout the nation," IRS [...]

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