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Don’t Panic, Plan It!

Don’t Panic, Plan It!

By Lori Schock, Director of the SEC’s Office of Investor Education and Advocacy Your first reaction during a time of market volatility may be to panic. Don’t. Instead, plan it! Various events can cause market fluctuations−pandemics, shifts in government policies,...
Who Can Represent You Before the IRS?

Who Can Represent You Before the IRS?

Many people use a tax professional to prepare their taxes. Anyone who prepares, or assists in preparing, all or substantially all of a federal tax return for compensation is required to have a valid Preparer Tax Identification Number (PTIN). All enrolled agents must...
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