New SEC Disclosure: What Should You Do With The Form CRS That Just Came In The Mail?
The SEC proposed this document to make life easier for investors to understand services and compare firms — and I believe it will. Let me tell you why.
$8.5 Million PPP Loan Recipient Went To Vegas, Accused Of Fraud According To DOJ
The first charges related to PPP fraud came in early May, and there have been more than 15 cases of alleged fraud announced since then.
As Of Today, 2020 RMD Suspensions Are Finally Good For All, Says IRS
Last April, in “Why the 2020 RMD Suspension is Not Fair to All,” I recounted the story of an early bird “RMD-er.”
IRS Warning: Are You A Target Of An Economic Impact Payment Scam?
The IRS wants you to know that retirees may be targets of scams that relate to economic impact payments (EIPs).
What Every Worried Investor Needs To Know About The Coronavirus Market
Brought on by the Coronavirus, we’re now in correction territory, and that decline was fast and furious — over just 6 trading days.
If You Paid A Tax Penalty Due To Under-Withholding in 2018, You May Qualify For A Refund
If you filed your 2018 tax return and paid a penalty for under-withholding taxes, you may be positioned for a tax refund relief.
Don't Wait Until April 15 To Do Your Taxes This Year
If you’re putting off doing your taxes until we’re closer to April 15, you might want to reconsider. We have a fresh new Form 1040 to deal with.
SEC Cracks Down On Ponzi Schemes Promising Safe Investment Returns
The SEC plays an important role in routing out scoundrels and alerting investors about how to avoid bad actors. That’s a two-pronged effort between OIEA and Enforcement.