The IRS Dirty Dozen: Beware of These 12 Tax Scams in 2025

Published on March 6, 2025

From texting scams to fake tax credits, there's a lot for advisors and clients to watch out for.

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Gimme Credit

March 6, 2025
Ever since interest rates got up off the floor in 2022, there’s been increased interest in credit, and that’s why I’m devoting this memo to it. It’ll come a little closer than usual to “talking my book,” but I think the subject justifies that.

State Regulators Name Crypto, Social Media Scams as Top Investor Threats

March 6, 2025
North American securities regulators are most concerned with financial scams tied to digital assets, social media apps, and AI-driven marketing campaigns.