Resources for Advisors

As cybercriminals continue to target tax professionals with increasingly sophisticated attacks, the Internal Revenue Service (IRS) and its Security Summit partners are reminding practitioners to remain vigilant against phishing and related cyber threats that can compromise sensitive taxpayer information. As part of the annual "Protect Your Clients; Protect Yourself" campaign, the IRS highlighted several evolving attack methods, including phishing emails, text message scams ("smishing"), spear phishing, clone phishing, whaling attacks targeting firm leadership, as well as the increasingly common "new client" scam. In the “new client” scam fraudsters pose as prospective clients to trick practitioners into opening malicious links or attachments that install malware or steal credentials. The IRS encourages tax professionals to carefully review...

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...