Community Blogs

It’s January and tax season is right around the corner. For many people that means scrambling to collect receipts, mileage logs, and other tax-related documents needed to prepare their tax… Read More

You’ve heard the term 401(k) or Roth 401(k) and you know it’s a great way to save for retirement. But how do you start a 401(k)? Are you able to… Read More

Starting in January 2021, the IRS Identity Protection PIN Opt-In Program expanded to include all taxpayers who can properly verify their identity. Previously, IP PINs were only available to identity… Read More

Is it like having a personal assistant? Will my child or teen be more likely to become a CEO after working with a coach? With the new year and new… Read More

My best man at my wedding – a great guy and U.S. citizen – now lives in Ukraine with his Ukrainian wife and family.  I want to travel there and… Read More

When saving for your child’s future, there are a few options to consider. Many people are not sure how to determine whether a 529 or UTMA account is better. Knowing… Read More

Many people assume tax planning is the same as tax preparation, but the two are quite different. Let’s take a closer look: What is Tax Preparation? Tax preparation is the… Read More

Say what you like but finishing the University of Maryland college football season 7-6 with a smile on your face is great. Winning season records have been few and far… Read More

Filing your tax return promises to be just as complicated as always – especially if you received stimulus payments or advance child tax credit payments. However, there are steps that… Read More

Are you looking for a way to fight inflation in your investment portfolio? Inflation rates have been hitting highs not seen since 2007 and purchasing power is a big concern… Read More

The current Covid-19 surge due to the Omicron variant has led many of us to be worried about the unknowns. Will school stay open? Will it close without warning? If… Read More

As an economist I was trained to make gargantuan assumptions and then reason from them – reality be damned! So let’s make some: First, in 2022 Covid will be whipped,… Read More