SBV In The News: How to Spot a Tax Scam

SBVINTHENEWSSTOn February 19,  included Sheri’s advice in How to Spot a Tax Scam. “Favorite scammer targets are also those most likely to succumb to the trickery and least able to afford the theft, such as older adults, immigrants and widows or widowers, according to advisor Sheri Iannetta Cupo of SageBroadview Financial Planning in Morristown, N.J., and Farmington, Conn.”

Visit here to read more of Sheri’s advice.


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With first-hand experience as a corporate executive, small-business owner and stay-at-home parent, Sheri is like a Swiss Army Knife: Her varied background has equipped her to help individuals and families cut through an array of financial complexities standing in the way of their most fulfilling lives.

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