LetitiaBerbaum
Letitia has been recognized as an outstanding wealth manager in several publications and has been named as an Orange County Five-Star Wealth Manager for five consecutive years. She has earned the Accredited Investment Fiduciary® (AIF®) designation and holds both Series 7 and 66 securities registrations, as well as Long Term Care Insurance, Life & Health, and Insurance licenses. Axxcess Wealth may
05/17/2026
Sunday funday = entertainment for the whole family. We love to spend time at concerts in the park this time of year!
05/14/2026
Special visit to our office in Idaho. It has been incredible getting to know the Sun Valley area and watch as George takes the lead with in our second market. I am looking forward to being back in town later this month for a special speaking engagement. Cheers to expansion!
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05/13/2026
IRS Refund Letters Spark Confusion Over Fake CP53E Notices: How to Tell What’s Real and Avoid Delays: IRS notices about refunds and direct deposit information are confusing some taxpayers and raising concerns about scam letters.
As part of a broader push to modernize payments, the IRS has been phasing out paper refund checks. This tax season, that shift has triggered a surge in notices asking taxpayers to confirm or update their banking information.
These letters, known as CP53E notices, are landing in more than 1 million mailboxes, according to some congressional estimates.
Unfortunately, as you might expect, the spike in IRS correspondence could increase the chances of receiving a letter in error, per some social media reports, or create confusion over whether the notices are from fraudsters.
Read more of the article linked in today’s story!
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