Category: Scam Alert!

Scam Alert: Requests for payment from fraudulent email accounts

Beware of requests for vendor payments from an email address that looks similar to a trusted vendor but is not, upon close review, an exact match for the legitimate sender.  Common scams now include fraudsters buying domain names that are...

SR Client Question: Are theft losses deductible?

Theft losses are NOT deductible under the current law, which was enacted as part of President Trump's 2017 Tax Cuts and Jobs Act. If a person is scammed out of their retirement savings, they have to pay taxes on the...

Scam Alert: Fraudulent or misleading tax information online

All tax advice is not equal, and all tax advice on the internet and social media is DEFINITELY not equal!  We sometimes have clients call to verify information they've learned from a friend on Facebook or an influencer on Instagram,...

ERC withdrawal process initiatied for those who may have been scammed

Internal Revenue Service is allowing small businesses who believe they may have entered the ERC process fraudulently or under incorrect guidance to withdraw without penalty. This new withdrawal option allows certain employers who filed an ERRC claim but have not...

Compliance risk for people and businesses claiming Employee Retention Tax Credit improperly

The Internal Revenue Service (IRS) has issued a renewed cautionary advisory, urging individuals to thoroughly review the guidelines for the Employee Retention Credit (ERC) before attempting to claim it, as unauthorized promoters persist in encouraging ineligible individuals to file. Reports...

Monitoring fraud risks in the supply chain

Supply chain professionals face significant challenges with fraud, waste, and abuse; however, not all companies have measures in place to detect or prevent these issues. Key strategies to mitigate risks include meticulous tracking of labor unit data to prevent fraudulent...

Fraud controls may be lacking at smaller organizations

Small organizations, defined as those with fewer than 100 employees, lag significantly behind larger counterparts in adopting formal anti-fraud measures, as revealed by a global survey conducted by the Association of Certified Fraud Examiners (ACFE). Industries most susceptible to fraud...

Are your business assets vulnerable to theft?

Employee dishonesty, particularly when individuals have excessive control over cash and accounting functions simultaneously, poses the greatest risk of theft and fraud. By implementing fundamental internal controls and maintaining vigilant oversight of accounting procedures, business owners can reduce opportunities for...

Protecting your child from identity theft

  • June 16, 2017
  • Maria Montie, CPA, MST, CVA, MAFF

Just as identity theft seems to reach its peak, a troubling trend has emerged: identity thieves are increasingly targeting children. This type of crime often goes unnoticed for years since young children typically do not use their Social Security numbers...

Proper reporting of embezzled income to the IRS

To properly report embezzled income to the IRS, employers must document the losses for deduction purposes and meet filing requirements under Section 6721 and Section 6722. Reporting the embezzled income on Form 1099-MISC as non-employee compensation is necessary for each...