Client Notice: Tax Document Delivery and Reminders We wish all our readers a very Happy New Year. As we start 2024, we look forward to helping our clients in simplifying their upcoming tax season. Our reporting team will begin saving the investment account documents...
December 19, 2019. By Matt Okaty: At last, the two-year saga stemming from Equifax’s massive data breach is nearing the final stages. If you have not already done so, January 22, 2020 is the deadline for filing a claim for benefits from the class action settlement...
December 20, 2018. By Anthony Norris: This holiday season marked a new record for online shopping. At a nearly 17% increase from 2017, online holiday sales are projected to reach $123 billion. With the ability to choose from multiple vendors, compare prices, and have...
January 16, 2018. By Matthew Okaty: It’s been approximately four months since we all learned of the Equifax hack, and hopefully everyone has taken some kind of action to help safeguard their identity and credit. While the incident may have faded from the headlines,...
November 2, 2017. By Ashley Agnew: A new baby blesses her family with a newfound joy and love with each smile, coo, and cry. Just over three short months ago my own family was blessed with a new addition with the birth of my daughter. Accompanying the joy of a baby is...
