Fraud/Scams

Identity Theft: Know the Dangers

Identity Theft: Know the Dangers

By Allen G. Yee Identity thieves are deplorable, despicable and what they do is reprehensible.  However, they are also extremely resourceful and inventive at gaining information.  From the most technologically sophisticated schemes, down to “diving” through dumpsters sniffing through trash, identity thieves are real threats to our security and we must recognize that threat.  Since [...]

Password Protection

Password Protection

By Allen G. Yee It is no secret that dealing with the sensitive information of my clients involves security.  It is necessary to take strong measures to protect your data.  Over the years I have adopted better means of data security that I deploy in both my professional and personal life.  It is also important [...]

Shredding Party: Document Retention

Shredding Party: Document Retention

By Allen G. Yee With our upcoming Shredding Party, I thought I put something to provide guidance in what you should and should not shred. The following article on Record Retention could be helpful in determining what should and what should not be brought to our Shredding Party on June 2nd.  Also, besides paper documents, [...]

Beware of the Mini-Madoffs

Beware of the Mini-Madoffs

By Allen G. Yee We have all heard about the big Ponzi schemes out there. Madoff and the like, that are responsible for stealing billions of dollars of their victims hard earned money.  To many, these large scale works of deception seem remote and don’t pose a threat.  And while you may feel far removed [...]

IRS Impersonators

Unfortunately you or someone you know may have been a victim of identity theft. Tax season springs upon us new types of scams. To protect you from IRS impersonators please read this information provided by the IRS.1   Scams involving the impersonation of the IRS usually take the form of e-mails, tweets or other online [...]