Community Blogs

If you’ve given money or property to someone as a gift, you may owe federal gift tax, but in many cases, you will not. For example, there is usually no… Read More

One of the most important questions you face when changing job is what to do with the money in your 401(k) because making the wrong move could cost you thousands… Read More

Selling a small to medium-sized business is a complex venture, and many business owners are not aware of the tax consequences. If you’re thinking about selling your business the first… Read More

In this blog, we are going to discuss the ins and outs of Health Savings Accounts (HSA) vs Flexible Spending Accounts (FSA). Many people have access to both, and it… Read More

Most people would agree that as long as one is healthy enough to do so, getting movement in throughout the day, as well as rigorous physical activity, has many health… Read More

Are you approaching retirement age and wondering where you can retire to make your retirement nest egg last longer? Retiring abroad may be the answer. But first, it’s important to… Read More

Are you inspired to donate to charity this year, but you’re not quite sure how much to give? There are so many causes that need our support. Hunger, food insecurity,… Read More

Are you self-employed and want to invest your savings while lowering your taxes? Maybe you’re a realtor, interior designer, or a TikTok influencer, and you want to finally create your… Read More

While not all mistakes on tax returns cause delays in refunds, some do. As the May 17 deadline approaches, it pays to steer clear of the 10 tax return errors… Read More

Last week I described the astounding life of Josiah Henson and the new Montgomery County Parks Museum that has just opened in his honor.  This week I will tell you… Read More

To significantly reduce your taxes now and in the future, you need to plan ahead. There are several strategies you can adopt to lower your tax bill. When I was… Read More

When it comes to working on your taxes, earlier is better, but many people find preparing their tax return to be stressful and frustrating and wait until the last minute.… Read More