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Winning at Life: Tax Scam Busted in Gulfport

Gregory Ricks and James Parker break down the story of a Gulfport tax preparer who is heading to jail for filing fraudulent returns. You have to be able to trust your accountant, and Gregory has some insight on ways you can tell the good from bad. This segment was recorded live on Winning at Life
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Robert in MS: Uh oh. Does my Mother-In-Law’s trust have to file a tax return?

Robert from Pass Christian, Mississippi calls into Winning at Life to find out if his Mother-In-Law’s irrevocable trust is required to file a tax return every year… because it hasn’t.

Beware of Schemes During Tax Season

It’s tax season! Every year, around this time, the Internal Revenue Service (IRS) publishes its dirty dozen – a list of scams criminals use to try and ferret out personal information and/or steal money.1 For example, if you received an email from a top executive in your company or organization requesting data from IRS form
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The Basics of Estate Planning

Is your Money doing the right job?

Gregory Ricks talks about breaking up your investment money and tasking each part with a job.