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11 Allen Street
Toms River, New Jersey 08753

(732) 473-9100
Lou@gallipoliwealth.com

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Keeping Up with the Joneses When Markets React Understanding the SECURE Act

Our tax season is in full swing here at Gallipoli Wealth. The IRS has started accepting electronically submitted returns and our team is happy to see our clients in person again.  There are too many changes to list but our team is prepared and ready to take on the challenge.

If we are restricted by mandate in seeing each other face to face, we believe we have a great plan to mitigate this inconvenience.  

Please be aware of the scammers! They are out in force at this difficult time. The IRS will NOT email or call you asking for bank information. Most importantly, remember to check our social media platforms on Facebook and Twitter for the most up to date information.

Thank you for the understanding and God Bless America.


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