July 2016 Client Bulletin

new federal fiduciary rule

Our July bulletin takes a closer look at the new Federal Fiduciary Rule and what it means to investors, ETFs (they can be plain or fancy), and the differences between Disaster Planning and Succession Planning.

June 2016 Client Bulletin

wffacpa-june-client-bulletin

Our June client bulletin takes a look at different takes on how to compensate summer interns, planning for today’s pensions, and the risks associated with putting money into timeshares.

May 2016 Client Bulletin

Our May client bulletin looks at C-Corps vs. S-Corps/LLCs when it comes to Qualified Small Business Stock, taxes on lottery and gambling winnings, and handling health insurance through divorce.

Identity Theft Update

The volume and magnitude of identity theft incidents have grown to an alarming extent. Last year, more than 9.9 million Americans were victims of identity theft, a crime that cost them roughly $5 billion. Tax-related identity theft crimes have also … Continued