Everything Under The Sun: Award-Winning Alternative Investment Firm

Team work extends to smart fashion choices.

Located in Hunt Valley, MD, ARTHUR BELL CERTIFIED PUBLIC ACCOUNTANTS has focused on the arena of alternative investments, where hedge funds, venture capital companies, commodity pools, and private equity form the bulk of investment types. Not only that, but Arthur Bell provides full service accounting services to those engaged in these types of investments. There is also a family office services arm that supports the needs of high net worth families.

Just this month, a post on Arthur Bell was warning about a new type of tax scam that applies to the Affordable Care Act (ACA). The extended income tax filing deadline for individuals is approaching its close, leading to a new set of scam emails. Generally, the Internal Revenue Service (IRS) completes a Form CP 2000 notice when there is a discrepancy between the filer's reported income on the tax return and a third party, like an employer. The scam utilizes these Form CP 2000, but with some errors.

Fraudulent CP 2000 notices usually have these distinctions - being sent electronically; sent from an Austin, TX, address; the issue relates to the ACA requesting information about 2014 coverage; the payment voucher included has the number 105C; and the payment voucher requests a check to be made out to "I.R.S." to the "Austin Processing Center" address.

Now, here's the thing: The IRS never sends this notice in an email; it is sent through the US Postal Service. The information on the form must match the information on your tax return. If you happened to receive this type of email, don't click on any links or any attachments. You can forward the notice to the IRS at phishing@irs.gov.

Every year CTA Intelligence presents its annual CTA Service Awards; this year's awards were presented in February. Arthur Bell received "Best Tax & Audit Firm" and "Best Valuation Firm". Arthur F. Bell, Jr., managing member of the firm, commented, "We have worked closely together with the CTA community since the firm's beginning. We are grateful to know the industry appreciates and recognizes our talent and our commitment to supporting the success of managed futures as the space continues to evolve."

Part of the Arthur Bell Roundtable Series on trends and outlook.

The CTA Service Awards recognize companies that have provided exceptional support and services during the previous twelve months. They reward CTA specialists who have shown growth, innovation, and excellent customer service. Success is considered to be a mix of customer and revenue growth, brand or product development that shows new thinking, and provides significant success and positive customer feedback. Awards are judged by industry experts, based on a list of performance criteria: commercial success and business growth, sales/market share numbers, demonstrated product innovation and market response to the concept, future development prospects, and submitted customer testimonials.