In this section we present you with short newsletters containing timely and useful information. Click on the title to display the newsletter:

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Newsletters

What to do when you receive an IRS or State Tax Notice

Tax notices come in all types of configurations and levels of severity. Your first reaction should be one of calm, with the knowledge that you have expert help just a phone call away. Click here to get our suggestions on the proper course of action.

Recordkeeping requirements when buying or selling investments

In todays do-it-youself investment marketplace, you may have no one advising you on how to properly maintain your records. Since it is almost inevitable that you will one day need to produce these records, click here to view our recommendations.