October is Cyber-Security Awareness Month – Week 3
October 2018 Here at Fortis, we believe cyber-security is of the utmost importance, and we have made cyber-awareness a top priority for our Clients, Colleagues and Friends. October is National Cyber Security Awareness Month. Fortis is promoting cyber security by sharing weekly tips and information during the month of October Parenting in the Digital…
Read MoreOctober is Cyber-Security Awareness Month – Week 2
October 2018 Here at Fortis, we believe cyber-security is of the utmost importance, and we have made cyber-awareness a top priority for our Clients, Colleagues and Friends. October is National Cyber Security Awareness Month. Fortis is promoting cyber security by sharing weekly tips and information during the month of October Our House is a very,…
Read MoreOctober is Cyber-Security Awareness Month – Week 1
October 2018 Here at Fortis, we believe cyber-security is of the utmost importance, and we have made cyber-awareness a top priority for our Clients, Colleagues and Friends. October is National Cyber Security Awareness Month. Fortis is promoting cyber security by sharing weekly tips and information during the month of October Cybersecurity statistics that small business…
Read MoreSeptember is Life Insurance Awareness Month
Buying any amount of life insurance is based on several factors – your income, how many dependents you have, and your debts and other financial liabilities. Your own personal preferences and risk tolerance were also considered when you decided what type of policy to buy. All of these things can –and likely will –change over…
Read MoreInvestment Opportunities in Student Housing
Demographic and macro-economic trends favor this alternative to traditional investment. By Randy Hubschmidt Fortis Wealth, Managing Partner Key Takeaways Investment in student housing is approaching record levels. Student housing generally weathers recessions—and rising interest rates–better than most other asset classes. Gaining access to this asset class remains a challenge for individual investors. Think twice about…
Read MoreBusiness Owners’ Potential Business Exit Worksheet
Click Here to Print 1. What motivated you to start your business? 2. How important is your business to your personal identity? 3. Is the business your primary source of income? If not, what is? 4. How much time do you spend working ‘in’ the business rather than ‘on’ the business? …
Read MoreIRS Releases 2018 Form W-4 and Updated Withholding Calculator
The IRS has released a new version of Form W-4, as well as a new withholding calculator to help taxpayers adjust their 2018 tax withholding. The Tax Cuts and Jobs Act made major changes to the tax law and it is important to ensure that you are having the right amount of tax withheld from…
Read MoreFortis Perspectives – February 2018
FROM THE DESK OF OUR MANAGING PARTNER, RANDY HUBSCHMIDT Today’s Multifamily Housing Sector In Order to Sell Right, You First Have to Buy Right Key Takeaways Proper market analysis is essential for success when investing in multifamily housing. Multifamily housing should remain strong as new tax laws make single family ownership less attractive and…
Read MoreTax Identity Theft Awareness Week: January 29 – February 2, 2018
DAY 5 – How are the IRS and state revenue officials protecting taxpayer data today? Password protocols have been enhanced for individual and tax professional software. The IRS is requesting additional information from tax professionals who contact them to discuss client information. The additional information may include SSN, date of birth or home address. According…
Read MoreTax Identity Theft Awareness Week: January 29 – February 2, 2018
DAY 4 – Reasons to Use Direct Deposit for your Tax Refund Nowadays, using direct deposit is the fastest and safest way to receive a tax refund. Taxpayers who option out of e-file and choose to file a paper return can still use direct deposit as their refund method. Direct deposit is beneficial because it…
Read More