Protecting Your Wealth from Tax Frauds and Scams

Description

John G. Ullman & Associates would like to personally invite you to our JGUA Community Education Series at Keuka College, which carries a focus on the different ways you can protect your wealth! The presentation, scheduled to be held Tuesday, February 7th from 5:30 p.m. to 7:30 p.m., will be the LAST of the “Protecting Your Wealth Winter Series”!

 

JGUA Executive Vice President and COO, Jason Nickerson, CFP®, EA, and Associate Advisor, Andrew Baron, CFP®, EA, will team up to present on the different ways you can protect your wealth from tax fraud and scams!

 

Some of the key points covered in the presentation will include:

 

? How crucial protecting your personal information is to preventing tax fraud

 

? Identifying the different types of fraud: identity theft, phishing, fake charities

 

? How to build habits of questioning if something appears “too good to be true”

 

? Use of the IRS Identity Protection Pin

 

? The importance of staying up to date with financial and credit reports to detect

 

suspicious activity