by receptionist@theKFORDgroup.com | Nov 28, 2023 | Newsletters
On October 24, 2023, the Internal Revenue Service (IRS) issued a warning that donors should be aware of criminals who falsely pose as legitimate charities. These fake charities may scam good-hearted donors into making gifts that are for the purpose of helping those in...
by receptionist@theKFORDgroup.com | Nov 14, 2023 | Newsletters
Change is inevitable. When those changes involve tax law, it is extremely important to meet with your financial professional, tax advisor, and legal advisor to discuss any adjustments that may need to be made to your financial, retirement, or estate plan. One change...
by receptionist@theKFORDgroup.com | Nov 7, 2023 | Newsletters
Furrer v. Siegel & Rouhana, LLC A law firm without an operating or buy-sell agreement wound up in a protracted court battle when an owner withdrew after the other owners discovered he had mishandled cases and clients. The case is a powerful illustration of how...
by receptionist@theKFORDgroup.com | Oct 26, 2023 | Newsletters
The Social Security Administration (SSA) has announced that the maximum earnings subject to the Social Security component of the FICA tax will increase from $160,200 to $168,600. For 2023, the maximum Social Security tax that employers and employees will each pay is...
by receptionist@theKFORDgroup.com | Sep 18, 2023 | Newsletters
Divorce is difficult for almost everyone. Being organized can help facilitate the process. A financial expert can help you with the first step, which is generally to compile a marital balance sheet. This document shows the assets owned and the liabilities owed by the...
by receptionist@theKFORDgroup.com | Sep 5, 2023 | Newsletters
As we navigate through the tax year, we want to ensure you are well-informed and prepared for upcoming changes and deadlines. Upcoming Deadline Alert: The due date for your 3rd quarter estimated tax payment is right around the corner – September 15, 2023. It is...
