No Check! Where’s Your Proof?

What to do about your need for documentation Year-end is a good time to ensure you have proper documentation to substantiate your tax deductions. This is important as many banks start deleting online documentation that is over one year old. Background Two things have happened over the

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Social Security Tax Changes

In an October 16, 2012 press release, the Social Security Administration (SSA) announced and increase in monthly Social Security and Supplemental Security (SSI) benefits. The 1.7 increase represents a cost-of-living adjustment (COLA) that will begin for Social Security beneficiaries in January 2013 and for SSI beneficiaries on

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