Posts from March 2018

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.

Kelley & Mullis Wealth Management Receives National Honor of Exemplary Office Award by Securities America, Inc.

Mar. 12, 2018 Article

Birmingham, Ala. – Kelley & Mullis Wealth Management, one of the largest independently owned financial services firms in Birminghamm, has been selected out of 1,500 firms across the U.S. for the national Exemplary Office Award by the Supervision and Compliance Departments at SAI for 2017. The award is based on employees’ pleasant responsive manner, involvement in the community and willingness to adapt to new policies and rules quickly and efficiently.

Beware of Schemes During Tax Season

Mar. 1, 2018 Article

It’s tax season! Every year, around this time, the Internal Revenue Service (IRS) publishes its dirty dozen – a list of scams criminals use to try and ferret out personal information and/or steal money. For example, if you received an email from a top executive in your company or organization requesting data from IRS form W2 for the tax year, what would you do?