Please click here to view an update to Maryland Estate Tax Law
The new tax law enacted late last year gave taxpayers little time to act. Learn how the new rules may affect your charitable giving choices for 2018 tax purposes. Contact us to discuss your specific goals.
Wondering what to do with excess 529 savings?
If you’ve saved diligently for a family-member’s education—and he or she does not need help funding education expenses—the 529 Plan savings can still be used without tax penalties. You could transfer funds for another child, niece/nephew or grandchild. Or see if room, board and textbook costs can be covered. You might even be able to pay for college credits for a qualifying gap year program. Contact us to discuss your education savings options in more detail.
Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.
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