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Trump’s Tax Reform Plan, or not….

A few highlights of what is supposed to happen in the next month or so, and a crucial caveat: nothing is written in ...

Under Banks’ Microscope: How KYC (Know Your Customer) bank compliance is going to affect you

Banks have been required to enforce their Final Customer Due Diligence Rule and will “look through” both individual and ...

FAQ & Hot Topics


Q. What’s a Social Security Number? (and, most important, do I need one?) A. In the UNITED STATES, a Social Security number (SSN) is a nine-digit number issued to US CITIZENS, PERMANENT RESIDENTS (GREEN CARD HOLDERS, and TEMPORARY RESIDENTS (WORKING VISA HOLDERS). The number is issued to an ...

Estimated Income Tax for Individuals

Q. What is the Estimated Income tax? A. Income tax is a pay-as-you-go tax. This means that you must pay taxes as you earn or receive income during the year There are two ways to do it… Withholdings Estimated Tax If you are an employee, your employer most probably ...