How Divorce Attorneys Can Leverage a Financial Advisor | Free Webinar
Register Now
Navigating Maryland’s New Tax Law Changes | Free Webinar
Register Now
Making Sense of the One Big Beautiful Bill: Tax Changes & Planning Tips | Free Webinar
Register Now

All About High Net Worth (6)

What Parents and Grandparents Need to Know About Custodial Accounts

Parents and grandparents establish custodial accounts for children for various reasons. For example, grandma might want to set aside $10,000 for her granddaughter, or maybe Mom and Dad want a tax shelter for their child’s savings. However, many folks...
Read The Full Blog
Filter Blog Posts By Topic

Quick Guide: Maryland Student Loan Debt Relief Tax Credit

There's good news for Maryland residents who have incurred at least $20,000 in undergraduate and/or graduate student loan debt: you may be eligible for a Maryland tax credit.
Read The Full Blog

King of Pop’s Estate Prevails Against IRS

The U.S. Tax Court recently issued a 271-page opinion, ending the long-running litigation between the Estate of Michael Jackson and the Internal Revenue Service. The court’s ruling was a major win for Jackson’s estate and the decision has the potential...
Read The Full Blog

Exit Planning Would Have Saved This Family-Owned Business from Bankruptcy

Whether you want your company to continue growing after you retire or simply want to turn a profit on the sale of your business, every company owner needs an exit plan. As a CPA who has worked with business owners for decades, I’ve seen several companies...
Read The Full Blog

Family Offices — Lessons for Everyday Families

It’s normal for high net worth families to have “family offices” that manage banking, investments, bill paying and more. But most of us aren’t born with the name Rockefeller and we don’t have family offices. However, I believe there are lessons to be...
Read The Full Blog

How to Claim a Home Office Deduction

With the rise in remote work, many people who would traditionally commute to an office or jobsite every day are now working from home. There may be tax benefits for individuals who find themselves setting up shop at home for the foreseeable future....
Read The Full Blog
4 5 6 7 8

Get The Latest Business, Tax And Financial Insights.