Tax time is one of the most active times of year for fraud scams — in addition to the high volume of tax-related transactions, they also leverage taxpayers' fear of the IRS to pressure investors for money and information, pretending they work for the tax authorities.
December 2024 -- Keep this reference card handy! Clicking the link will automatically download a .pdf card of 2025 Key Financial Data, updated by any current legislation as changes occur, as of the date of your download.
August 2024 -- We are delighted to share some exciting news from our team regarding two major professional designations! Andrew Litzerman, CFA®, CMT®, CPWA® has achieved the Certified Private Wealth Advisor designation and Donny Nelson, IACCP® has earned the Investment Adviser Certified Compliance Professional designation. Please read on to learn more.
June 2024 -- As part of our commitment to community engagement, the Seascape Capital Management team volunteered at Hope On Haven Hill to help make their housing even more welcoming for the women and children they serve. This organization provides critical support and services to mothers affected by substance use disorder, along with their children. We were blessed with a beautiful day and full hearts!
May 2024 -- Seascape Capital Management, LLC was a proud sponsor again this year for the Cross Roads House 22nd Annual Benefit by the Sea. This event brought together 200 members of the Seacoast community to learn more about the current state of homelessness on the Seacoast and how CRH supports unhoused individuals and families. This marquee fundraiser solicits a significant portion of the annual funding for the shelter, and this year it garnered more than $615,000!
March 2024 -- The problem of sophisticated "spoofed" websites that are designed to convince users that they are visiting sites owned by legitimate businesses, like Schwab, are a growing threat. Not to worry! We're here to arm you with knowledge so you can recognize spoofed websites and steer clear of them. Please read on to learn more.
January 2024 -- The SECURE 2.0 Act, passed in December 2022, made wide-ranging changes to U.S. tax laws related to retirement savings. While some provisions were effective in 2023, others did not take effect until 2024. Here is an overview of some important changes for this year.
December 2023 -- Keep this reference card handy! Clicking the link will automatically download a .pdf card of 2024 Key Financial Data, updated by any current legislation as changes occur.
December 2023 -- The holidays provide a great opportunity for fraudsters to unleash their schemes, knowing that we are busy traveling, shopping, and spending time with friends and families, all the while using technology that gives them an opportunity to attack. The latest threat that's come to the attention of the Schwab fraud prevention team are reports of imposters posing as Schwab employees, contacting advisors and their clients via phone and other channels, including email and text messages. Please read on for tips to prevent fraud.
November 2023-- In the ever-evolving landscape of financial planning, securing a prosperous future for your loved ones is a top priority. One key component that holds immense potential for shaping the educational journey of your children or grandchildren is the 529 savings plan. Please read on to learn more and call us if you need help.
