Tax Identity Theft Awareness – Protecting Yourself from Tax Identity Theft

Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the phone, pretending to be a rep from the Internal Revenue Service (IRS), and demanding payment over the phone. To protect yourself, keep these tips in mind.  Read more

Year-End Tax Planning

As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax situation. This is particularly true for year-end planning. You can’t know where to go next if you don’t know where you are now. Read more

Financial Considerations for Americans Retiring Abroad

Retiring in a foreign country is a dream shared by thousands of Americans. Yet the number who actually pack their bags and cross the border to enjoy a life of leisure in a foreign country is difficult to gauge — neither the U.S. Census Bureau nor the Social Security Administration maintains comprehensive data about retirees abroad. Read more