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WEBINAR: Tax Schemes for 2023: Protecting Oneself


Baltimore-Washington Financial Advisors invite you to an interactive workshop discussing the latest IRS Tax Schemes for 2023. We’ll discuss what you should be on the outlook for and how to protect yourself.
 
Webinar
Wednesday, December 6, 2023 from 11:45 AM to 1:00 PM EST


TOPICS WILL INCLUDE:
  • Phishing
  • Fake charities
  • Impersonator phone calls
  • Social media scams
  • Economic impact payment / Refund theft
  • Senior fraud / Elder abuse
  • Non-English speaking targets
  • Unscrupulous tax return preparers
  • Offer-in-Compromise mills
  • Fake payments and repayment demands
  • Payroll and HR scams
  • Ransomware
PRESENTERS:
M anaging Director, Wealth Management
& Executive Manager
CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
We hope you can join us!
Sincerely,


Robert Carpenter

President and CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering please contact,

Cortney Caronna | Marketing Associate | BWFA |  emailus@bwfa.com | 410-461-3900

BWFA is proud to offer several webinars every week on a variety
of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.
 
View and signup for Upcoming Webinars at the link below.

         


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