Best Practices for Device Applications by Dan Donnelly Recently, there was a new, at least for me, phishing attempt through my cell phone. It started like it has hundreds of times before for most of us with someone from an unidentified number trying to call me. However, this “person” didn’t leave a voice mail or…

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We came across this great article from Wired, which always has some really good information on Cyber-security and staying safe on the internet. Public Wifi is something we get a lot of questions about – how do we make sure our Personally Identifiable Information (PII) is secure on public wifi? Read below to make sure…

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Is your Small Business Safe from Cybercrime? by Terri McDermott The Internet allows businesses of all sizes and from any location to reach new and larger markets and provides opportunities to work more efficiently by using computer-based tools. Whether you are thinking of adopting cloud computing or just using email and maintaining a website for…

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Staying Safe on Social Media 2019 – Week 1 Maintaining anonymity in an information society By Christina Belfiglio Have you ever wondered how one might “steal” someone’s identity or hack into their accounts?  There are many ways cyber criminals can do this – purchase data on the dark web, scams that get you to share…

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May 31, 2019 / by Fortis Family Office Tax Team Establishing State of Domicile for Tax Purposes Wealthy taxpayers have long assumed that spending a minimum of 183 days, or six months plus one day, in a residence outside a high-tax state would be sufficient to avoid taxes in that state. But advisers note that this…

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May 8, 2019 / by Fortis Family Office Tax Team Before you can determine how to treat payments you make for services, you must first know the business relationship that exists between you and the person performing the services. The person performing the services may be ¹ an independent contractor an employee (common-law employee) a statutory…

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May 6, 2019 / by Fortis Family Office Tax Team As you might expect, the IRS distinguishes between legitimate businesses and hobby activities, for the purpose of taxes. If you are legitimately in business, you can deduct the expenses of that business and possibly take a loss if your business isn’t profitable. If you are engaging…

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April 16, 2019 / by Fortis Family Office Tax Team Communication is key to a successful relationship between you and your tax preparer. The tax preparer may ask certain questions and request information he or she believes is necessary to prepare a complete and accurate tax return.  However, you must understand that the responsibility to provide…

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April 4, 2019 / by Fortis Family Office Tax Team Elderly fraud is becoming a major problem. Ever have a grandparent or parent ask how to access, fix, use, or view something on their iPhone or computer?  They could be asking due to their lack of understanding of advancing technology, which can make them an easy…

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March 28, 2019 / by Fortis Family Office Tax Team The IRS is reminding taxpayers it’s not too late to make a traditional IRA contribution and claim it on your 2018 income tax return.  Contributions must be made by April 15, 2019 and cannot exceed $5,500, unless the taxpayer was 50 years of age at the…

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