Sophisticated New Tech Support Scam

Please be aware of a new scam campaign that combines computer pop-up messages and phone calls.  This advanced scheme combines elements of electronic tech support scams with impersonations of real personnel at the Federal Reserve and Schwab to attempt to obtain clients’ assets and sensitive data. The scam works as follows: 1.      Clients receive a pop-up message appearing to be from … Read More

Q2 Planning Spotlight – My Taxes are Done, Now What?

“Good fortune is what happens when opportunity meets with planning” – Thomas Edison. This year’s April tax filing deadline has come and gone. First, let’s take a moment to thank our accounting professionals. Their work is an incredible undertaking, and we appreciate their efforts. Some of us may wonder, can I be better prepared for next year? The answer could … Read More