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The Dirty Dozen: Tax Scams to Avoid
In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, break down the IRS’s annual "Dirty Dozen" list of tax scams and schemes to watch out for during tax season. They cover common threats like IRS impersonation by text, email, and even AI-generated phone calls, along with fake charities, misleading tax advice on social media, ghost preparers, and fraudulent tax credit schemes. The conversation also highlights newer issues on the IRS radar, including abusive capital gain claims and misleading offer-in-compromise marketing. Throughout the…
The skinny
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