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InvestTalk

This Tax Season is A Peak Time for Scams Amid IRS Uncertainty

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, Business News, News Commentary, Investing, Entrepreneurship, News

4.31.5K Ratings

🗓️ 27 March 2025

⏱️ 48 minutes

🧾️ Download transcript

Summary

As tax season unfolds, scammers are exploiting uncertainty and using familiar tactics like fake IRS communications and promises of large refunds to target taxpayers. 

Today's Stocks & Topics: CPS - Cooper-Standard Holdings Inc., Market Wrap, MYRG - MYR Group Inc., Volkswagen, This Tax Season is A Peak Time for Scams Amid IRS Uncertainty, SEZL - Sezzle Inc, Annuities, Market Madness, CORT - Corcept Therapeutics Inc., The Oil Market, SBSW - Sibanye-Stillwater Ltd. ADR, WELL - Welltower Inc., The Live Music Industry.



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Transcript

Click on a timestamp to play from that location

0:00.0

On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is

0:12.1

InvestTalk, independent thinking, shared success.

0:17.8

InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States.

0:27.2

Here is KPP Financial Portfolio Manager, Luke Guerrero.

0:33.8

Good afternoon, fellow investors, and welcome back to InvestTalk.

0:39.2

My name is Lou Guerrero, and it is Wednesday, March 26th, 2025.

0:46.0

Now, I can't believe it.

0:47.7

I honestly cannot believe it, that this is the final Wednesday show of the month of March

0:54.3

and the final Wednesday show of the first quarter of 2025.

0:58.6

So things are chugging along.

1:01.1

Things are moving.

1:02.4

Things are happening quickly.

1:03.8

Changes are happening in front of our eyes.

1:06.8

And it's been a pretty volatile year so far.

1:09.2

To be expected, this is the kind of market environment that we've really anticipated for a little bit.

1:16.1

You have policy changes, very swift policy changes, and we're seeing that flow downstream to markets and to our investment portfolios as well.

1:26.3

And so because of that, now more than ever,

1:29.7

it's important to stay focused.

1:32.6

And we hope that we as InvestTalk help you stay focused

1:35.8

just a little bit each and every day

1:37.7

by bringing you stories, by bringing you actionable items,

1:40.6

by bringing you educational items,

...

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