Archive | December, 2017

Social Security Tips for December, 2017

  Will getting married affect benefits?   You could have clients getting engaged this holiday season. Be prepared to answer their inevitable question – will getting married affect my benefits?   If receiving Social Security disability or retirement benefits and they marry, their benefit will stay the same. Here’s how marriage may affect other benefits: […]

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Washington Hotline – December 12, 2017

WASHINGTON NEWS Bipartisan Tax Reform Conference Committee Both House and Senate leaders have appointed members of the bipartisan conference committee to finalize the Tax Cuts and Jobs Act. The House group will be led by eight Republican and five Democratic members. The Senate will send eight Republican and seven Democratic members. The conference committee will […]

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Washington Hotline – December 5, 2017

WASHINGTON NEWS IRS Online Shopping Security Tips In IRS-2017-173, the IRS offered seven tips for online holiday shoppers. With “cyber Monday” and other online specials drawing millions of American shoppers, these tips can protect you from cybercriminals. Familiar Online Stores – Use online stores with good reputations and familiar names. The URL or online address should […]

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