Thanks to rapid advances in artificial intelligence, the cybercriminals seeking to dupe you into handing over your retirement funds or revealing company secrets are getting smarter and stronger.

Just as AI can personalize the ads you see online, bad actors are using it to glean personal information that enables them to create custom-tailored scams quickly and on a large scale.

Criminals increasingly use generative AI to mimic real people’s voices and con their loved ones out of money.

There’s a simple solution to this high-tech problem: a code word. 

Better late than never? For many gift givers, that’s just not true. They figure that giving a late gift is the ultimate sin—more embarrassing than giving no gift at all.

If you’re one of those people, new research conducted with Atar Herziger, an assistant professor at the Israel Institute of Technology, and Rebecca Walker Reczek, a marketing professor at Ohio State University, may offer welcome news: The recipients of those late gifts don’t mind nearly as much as you expect.

And just like that, it’s time to get ready for tax season. While we’re sure you’re enjoying the start of a new year, it’s also the perfect time to think about getting your tax records in order.

While we typically focus on giving you valuable tax insights and business tips, this week, we’re focused on sharing well-wishes with you, our valued clients. We appreciate your support and the opportunity to serve you throughout the year. Your trust means the world to us!

One of the biggest retirement-saving perks for workers age 50 and older is about to get new restrictions.

This change means many workers will pay taxes on their catch-up money upfront during high-earning years instead of in lower-earning years in retirement. The money would go into a Roth account, where it can later be withdrawn tax-free.