Posts from March 2015

Written material is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice.

Michael Mullis recognized as one of America’s Top 1,200 Financial Advisors by Barron’s

Mar. 27, 2015 Article

Michael Mullis, Managing Partner and Wealth Manager at Kelley & Mullis Wealth Management, was recently recognized as one of Barron’s “America’s Top 1,200 Financial Advisors”. The prestigious list ranks Mullis within the top 10 financial advisors in the state of Alabama.

Identity Theft Related To Tax Returns

Mar. 2, 2015 Article

So far this year, taxpayers have forwarded to the IRS tens of thousands of emails reflecting identity theft scams that employ phishing – the practice of tricking the recipient into revealing confidential financial information.