Why Passive Investing Should Not be your only Investment Strategy

Synopsis: With passive investing you typically lock in underperformance to the benchmark. Whereas, with active investing you can achieve market outperformance. Understanding the advantages and disadvantages of both strategies allows you to better work with your advisor to develop a sound investment [...]

By |September 12th, 2016|

Foreign Nationals – Beware

Are you a foreign national with a recently approved visa? If so, you may soon find yourself in a tax nightmare – being both overwhelmed and alarmed at the complexity and compliance requirements you are now subject to under the U.S. income tax system. However, being aware of the information below will arm you with the knowledge necessary to work with your tax accountant in order to ensure you are in compliance with the U.S. tax code and in optimizing your U.S. tax position.

By |September 12th, 2016|

Don’t Procrastinate – Apply for U.S. Citizenship

Welcome Note on an American Flag Background All information and views expressed in this article are the solely those of Haynes Novick Immigration. The Wolf Group does not necessarily endorse, support, or agree with the views expressed in the article. [...]

By |June 7th, 2016|

How Will the IRS Know About My Foreign Account?

Taxpayers who have financial assets outside the United States often ask this question when they are considering how (or whether) to come clean and inform the IRS about their previously undisclosed foreign financial accounts. For years, there was little public knowledge of [...]

By |June 7th, 2016|

10 Retirement Blunders and How to Avoid Them

Just like most events, the earlier you start prepping for retirement the smoother the transition should be. They say that knowing is half the battle; but if you’re planning your own retirement, how are you supposed to know what to do? Here [...]

By |March 4th, 2016|

Beware of Fraudulent “IRS” Phone and Email Scams

With the 2015 tax season underway, The Wolf Group would like to remind our clients and colleagues about the rampant phone scams from callers claiming to be from the IRS. These scammers employ sophisticated techniques to threaten taxpayers that they will be [...]

By |March 4th, 2016|
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