WASHINGTON NEWS IRS ‘Treat Taxpayers Nice’ Rules In 1998, Congress passed the IRS Restructuring and Reform Act, which included a list of ten guidelines to […]
Archive | March, 2015
AAM Weekly Market Wrap – March 30 2015
Weekly Market Wrap: Stocks tumbled lower this week as US durable goods orders fell and Saudi Arabia commenced airstrikes on targets in Yemen. For […]
Life Insurance: A Flexible Wealth Management Tool
Today there are as many types of insurance as there are risks. That is why a diversified insurance portfolio should be a vital part of […]
Washington Hotline – March 24 2015
WASHINGTON NEWS IRS Records for Charitable Deductions In IR-2015-48, the IRS outlined the required records for substantiating charitable deductions. The basic requirement is that gifts […]
AAM Weekly Market Wrap – March 23, 2015
Weekly Market Wrap: Stocks rebounded higher this week as the Fed dropped its “patient” language but added that it will be “cautious” in raising short-term […]
Rising Longevity and Your Retirement
New research conducted by the Society of Actuaries (SOA), a leading membership-based organization for actuaries in the United States and Canada, revealed that older Americans […]
Washington Hotline – March 17 2015
WASHINGTON NEWS ‘I-Am-From-The-IRS’ Phone Fraud At a Senate Finance Committee hearing on March 12, the Treasury Inspector General for Tax Administration Deputy Inspector General for […]
AAM Weekly Market Wrap – March 16 2015
Weekly Market Wrap: Stocks continued lower for the second week in a row as the US dollar continued to climb, oil dropped, retail sales figures […]
Keep Emotions at Bay With an Investment Policy Statement
Chances are your investment strategy calls for some portion of your portfolio to be invested in stocks to help you reach your long-term goals.1 But […]
Washington Hotline – March 10 2015
WASHINGTON NEWS IRS ‘Tax Time Guide’ Helps Taxpayers With tax filing season now at full speed, the IRS published a “Tax Time Guide” with many […]
