Resources for Advisors

In IR-2019-196, the Service offered nine tips for password protection. With the growth of online shopping, millions of Americans are potentially exposed to online fraudsters. The first line of defense against online attacks is creating strong passwords. IRS Commissioner Chuck Rettig noted, “Taking a few simple steps to protect your passwords can help protect your money and your sensitive financial information from identity thieves, which is critically important as tax season approaches. Protecting your information makes it harder for an identity thief to file a fraudulent tax return in your name.” Cybersecurity experts continually update the strategies for passwords. Previously, they suggested complex passwords that were different for every online account. Because most individuals have accounts for financial services, social media, online shopping and other purposes, the...

The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...