March 24, 2020 by Christina Belfiglio Office Operations and Management Scammers wasted no time in exploiting the Covid-19 virus for their benefit. They have created scams seeming to come from the CDC and from employers; and they hid viruses in what appear to be links to official Covid-19 data. SCAMS to watch out for: Covid-19…

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A LETTER FROM YOUR FORTIS FAMILY OFFICE TAX TEAM: The tax filing deadline for returns normally due April 15th, has been extended until July 15th. Earlier in the week, the Internal Revenue Service extended the federal income tax payment deadline for most individuals and corporate taxpayers. Today, Treasury Secretary Steven Mnuchin shared this news via…

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FROM YOUR FORTIS FAMILY OFFICE TAX TEAM Treasury Secretary Steven Mnuchin announced yesterday that the IRS will postpone the April 15th tax payment deadline for most individual and corporate taxpayers. Payments can be deferred for up to three months and taxpayers will not be subject to interest and penalties. Individual taxpayers can defer up to…

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January 28 is Data Privacy Day. Millions of people are unaware of and uninformed about how their personal information is being used, collected or shared in our digital society. Data Privacy Day is an international effort to inspire dialogue, and to empower individuals and businesses to respect privacy, safeguard data and enable trust.  It began…

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November 27, 2019 From Jennifer Fields CPA Fortis Family Office Tax Team Making the Most of Giving Tuesday Giving Tuesday was created to encourage charitable donations and giving. Started in 2012, Giving Tuesday takes place on the Tuesday after Thanksgiving to kick off the holiday and end-of-year giving season. This year it falls on December…

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Your Estate Plan and your Digital Assets by Terri McDermott Many of us have elected to receive to receive electronic statements, set up auto payments or online bill payment. What happens with these accounts when you die or become incapacitated? Without physical evidence of your bills or statements for your accounts, how will your executor,…

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