Author Archive | Advanced Asset Management


Washington Hotline – July 31, 2018

WASHINGTON NEWS IRS Urges Strong Passwords Most Americans have financial, social media, Social Security, retirement, phone, internet, retail and other online accounts. Each account has a username and a password. Some financial, tax, government and other accounts also offer “two-factor” authentication. With two-factor authentication, you log on to the account, then a verification code is […]

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Social Security Tips – July 2018

Social Security’s Online Retirement Planner is the place to go for you and your clients when you need details on the changes to the claiming strategies from the Bipartisan Budget Act of 2015. “Closure of Unintended Loopholes” is the title of the section of the law that made several changes to basically close two complex […]

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Washington Hotline – July 24, 2018

WASHINGTON NEWS IRS Promotes “Security Six” Computer Safeguards In IR-2018-150, as part of an ongoing effort to increase safety of computer data, the Service published the “Security Six.” The publication provides six ways to protect your data. While these six security measures are aimed toward tax professionals, everyone can benefit from the IRS computer security […]

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