Be Prepared: Pensions, Annuities, and Social Security
/
Discussing regular payments made through pensions and annuities, as well as social security benefits, as they relate to tax preparation.
Read More
Be Prepared: Wages, the W-2, and 1098-E Forms
/
Reviewing employee wages, salaries, taxes, and other forms of compensation, and how they are reported.
Read MoreBeing a Smart Banking Consumer: Bank Rights and Responsibilities
/
Some of the most important responsibilities a bank has to you, the customer, are set out in the agreements you sign and/or agree to when you open an account.
Read More