Taxes
GOP 2017 Tax Plan: Winners & Losers
It's Christmas morning for rich people in America, and look what's under the tree! Tax cuts
Year end planning: you have 60 days left!
The end of the year always presents some 'use it or lose it' opportunities.
Touring the Maryland 529 College Savings Plan
529 plans offer powerful, tax-free compounding of investment returns when used properly
Little baskets of money
Want Tax Day next year to be different? Start today.
The estate tax numbers (2016 version)
Estate taxes used to be a big deal to affluent families. Now, not so much.
The IRS Doesn’t Call
Scam-artists take many forms, a favorite one is the IRS.
Bring your old 401k home this year
When new clients come to meet with me, I ask them to bring all of the statements of their current...
Last call for 2012 Roth IRA contributions
First, for all of the rules, go to IRS Publication 590. Turn to page 60. If your adjusted gross income...