As we enter into the busy holiday online shopping season, tax agencies around the country encourage us to be safe with our personal information. The IRS issued a news release IR-2017-193 which outlines the following seven steps for online safety: Shop at familiar online retailers. Avoid unprotected WiFi, and do not click on links from […]
Archives for November 2017
We are thankful for you, and appreciate your business!
Many investors, especially more risk-averse ones, hold much of their portfolios in “income investments” — those that pay interest or dividends, with less emphasis on growth in value. But all income investments aren’t alike when it comes to taxes. So it’s important to be aware of the different tax treatments when managing your income investments. […]