Tax Identity Theft Awareness Week: January 29 – February 2, 2018
DAY 3 – How Do You Protect Yourself From Identity Theft? TREAT YOUR PERSONAL INFORMATION LIKE CASH, don’t leave it laying around. By taking a few simple steps, you can reduce your risk of identity theft. Do not routinely carry your social security card or any type of document with your social security number. Keep…
Read MoreTax Identity Theft Awareness Week: January 29 – February 2, 2018
DAY 2 What To Do If You Become A Victim Of Tax Identity Theft Respond immediately to any IRS notice. Call the IRS at 800-829-1040 to verify the notice received of tax identify theft or your tax professional will call on your behalf with Power of Attorney. When the IRS confirms they sent the notice, an…
Read MoreTax Identity Theft Awareness Week: January 29 – February 2, 2018
The 2017 tax filing season is officially here. Fortis is helping to raise awareness on tax identity theft so that you do not become a victim. We also know identity theft is a frustrating process for victims. If you become a victim, we are committed to resolving your case as quickly as possible. DAY…
Read MoreFortis Perspectives – November 2017
FROM THE DESK OF OUR DIRECTOR OF TAX Year-End Tax Planning In the Wake of Tax Reform. As you have undoubtedly seen in the news, the U.S. House and Senate have each released their respective versions of the Tax Cuts and Jobs Act over the last few weeks. The House bill presented many challenges for…
Read MoreCyber Security Awareness Month-Week 5
Fortis: Fighting Email Impersonators one message at a time Fortis values its client relationships and client information. We know that you entrust us with many types of personal information and we don’t take that trust lightly. Fortis has many ways in which we secure that data through Cyber Security, Office Security, and Employee Security. What…
Read MoreCyber Security Awareness Month-Week 4
October 2017 Protecting Children and Older Adults from Cyber Crime During Week 4 of National Cyber Security Awareness Month, we will focus on protecting the most vulnerable targets of cyber criminals – children and older adults. For parents, the Department of Homeland Security offers a guide that addresses the importance of talking with your children…
Read MoreCyber Security Awareness Month-Week 3
October 2017 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. SECURING MOBILE DEVICES What to…
Read MoreCyber Security Awareness Month-Week 2
October 2017 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. What is Phishing? Phishing (pronounced…
Read MoreFortis Perspectives
LETTER FROM OUR MANAGING PARTNER Philosophy. You have probably noticed the word “philosophy” throughout our written materials and heard it repeatedly when speaking with us about managing family wealth. Just as you and your family have values that serve as your moral foundation, an investment philosophy should serve as the foundation for your wealth building…
Read MoreCyber Security Awareness Month-Week 1
October 2017 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. Online Security Q: How to…
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