THIS MONTH: |
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Action Items:
• Receive all 1099s and W-2s • Set up Tax Appointment • Rebalance Investment Portfolios |
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February 14th
Valentines Day |
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February 20th
Presidents Day |
As your mailbox fills up with information required to organize your 2016 tax records, now is the time to think about productive ways to use your potential refund. Outlined here are some ideas to consider. Unfortunately, tax-filing season is also tax-scam season. This month’s newsletter shows you how to identify possible fraudsters that may target you. Information regarding the pending overtime law change rounds out this month’s newsletter.
