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News

Monday June 17, 2019

Exciting events are happening at Monarch
Our News
Thank you for your interest in Monarch. Our hope is to serve you and your family with helpful information.
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How to Protect Yourself from the Social Security Imposter Scam
Savvy Living
I recently received a strange call from an individual claiming to be a Social Security employee. The caller informed me...
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The New 'Taxpayer Friendly' IRS?
Washington News
On June 13, the Senate passed the Taxpayer First Act (TFA) and sent the bill to the President for his signature. The bill to reform the IRS received praise from leaders of both parties. Senate Finance Committee Chairman Chuck Grassley (R-IA) supported the bill and noted it is "a big first step toward strengthening taxpayer protections and turning the IRS into the customer service organization it ought to be." Senate Finance Committee Ranking Member Ron Wyden (D-OR) also spoke favorably about the IRS reform act. He stated, "Our bill includes critical provisions to improve customer service,...
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How to Give Property to Children
Personal Planner
Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for...
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Administrative Office: 350 Pee Dee Ave, Ste. 101, Albemarle, NC 28001
Phone: (704) 986-1536 | Fax: (704) 982-5279