Kay Sowa

Kay Sowa

Kay Sowa is a paralegal in the Trusts and Estates Group at Capehart & Scatchard, P.A. She is an IRS Enrolled Agent, an Accredited Estate Planner®, and a Certified Trust and Financial Advisor. She oversees the trust and estate administration practice for the firm. She is an accomplished author and lecturer who has frequently spoken on behalf of a number of organizations including the National Business Institute and the Institute of Paralegal Education.

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FTC Coronavirus Scams Alert

The COVID-19 pandemic has opened yet another door to scammers.  Thus, we want to share an article with you written by Jennifer Leach, Associate Director, Division of Consumer and Business Education, FTC, on various scams to be on alert for regarding Coronavirus stimulus checks. Checks from the Government As the Coronavirus takes a growing toll […]

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INCOME TAX DEADLINE EXTENDED

Below is a release from the IRS on Friday, March 20, 2020 regarding the filing deadline for FEDERAL income taxes. Tax Day now July 15: Treasury, IRS extend filing deadline and federal tax payments regardless of amount owed The Treasury Department and IRS announced that the federal income tax filing due date is automatically extended from […]

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Electronic Wills

WOW – who would have ever thought that an electronic Will would become acceptable to probate (file of record with the court as being the decedent’s intentions).  Yes, we do so much electronically, but a Will, which back in the day couldn’t have an erasure on it (and I am talking way back in the […]

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Staying Calm During Market Fluctuations

The Coronavirus has put the world into a tailspin.  The impact has gone far beyond the individuals who have contracted the Virus and been taken ill.  You hear of more and more cases in the US every day, which are causing behaviors affecting our everyday lives.  So, what can we do?  STAY CALM.  Being reactive […]

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How to Get Your Income Tax Refund Faster

We are in the midst of tax season and if you haven’t started to think about your returns, you should begin to do so.  E-filing is the best way to file your return as long as it has been prepared electronically using either software or one of the free filing services. If you are lucky […]

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The Problem Heir

Let’s face it – there is always a family member who causes concern, disappointments or heartache.  Embarrassing, isn’t it?  But you are getting ready to do your estate planning or thought you had it done until something comes up that causes you to think about the situation. So, what do you do?  How do you […]

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Getting an Income Tax Refund

If you haven’t already completed and filed your income taxes, you are getting items together to do so.  You anticipate a refund, so why not get your taxes done and get the refund?  Even though the IRS issues most refunds in less than 21 days, it’s possible a taxpayer’s refund may take longer. Several factors […]

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Receive Your Federal Tax Refund Faster

The tax season is officially upon us and if you anticipate receiving a refund, you want to get that refund as quickly as possible.  The best way to receive your refund is to have it directly deposited into your checking or savings account. It is simple, safe and secure and can be deposited into as […]

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Is Wifi Your Friend? Wi Not?

There cannot be enough said these days about protecting yourself and your electronics.  We have conditioned ourselves to the need to have access every minute, it seems.  But, do we really stop and think about safety and security when we are using free public WiFi?  Should we? We should be very concerned when using free […]

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The SECURE Act

Congress recently passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act which affects our nation’s retirement system significantly.  It is hoped to help Americans save more by making it easier for individuals to fund their retirement with their own savings. There is concern that with Americans living longer, a significant portion of Americans […]

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