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Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management partners with pre-retirees in East Greenwich, RI, putting you and your future first to help you achieve a successful retirement.

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Tax Expert Greg Porcaro on the IRS’s ‘Dirty Dozen’

Rob Auclair is joined by tax expert Greg Porcaro to discuss the IRS’s ‘Dirty Dozen,’ guidance the agency publishes annually to help taxpayers steer clear of potentially fraudulent transactions and penalties. 

Topics Discussed:

  • Common fraudulent issues related to Covid relief and unemployment claims
  • What to do if you’ve been a victim of fraud
  • How the IRS communicates with taxpayers
  • What is an offer in compromise (OIC) with the IRS?
  • What taxpayers should know about cryptocurrency

 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.

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East Greenwich, RI 02818
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rauclair@balancedwealth.com

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