Personal

Tax considerations are behind nearly every major personal financial decision. The tax code can impact your investment choices, retirement planning strategies, estate planning considerations, and much more. To put it simply, taxes have a significant impact on your family’s financial situation today and into the future.

You can count on our team to take the time to listen and learn about your current financial goals and your long-term objectives. Rather than simply preparing your tax return, we advise you on strategies to manage your financial goals and increase your wealth.

We provide a complete range of services, including:

  • Tax planning and compliance
  • Tax controversy representation
  • Personal financial planning
  • Retirement planning
  • Education funding guidance
  • Preparation of personal financial statements
  • Estate, gift, and trust strategies
  • Philanthropic strategies
  • Asset protection
  • Estate administration

If you’re a business owner or executive, we can also provide guidance on interconnected corporate and personal tax matters.

Blog

Tax Impacts of the Consolidated Appropriations Act

On December 27, 2020, Congress signed into law the Consolidated Appropriations Act, 2021 (the... more
January 13, 2021
Blog
Blog

Virginia Jumps on the SALT Workaround Bandwagon

Virginia has enacted legislation (Senate Bill 692) to implement an elective pass through entity... more
April 14, 2022
Blog

Notice and Reporting Deadlines Approaching for Incentive Stock Option and Employee Stock Purchase Plans

Under Section 6039 of the Code, corporations are required to furnish statements to current and... more
January 14, 2022
Blog

Massachusetts Moves Quickly to Implement Pass-through Entity Tax for 2021

Massachusetts is the most recent state to adopt an elective pass-through entity (PTE) tax. Despite... more
December 6, 2021
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Maryland Pass-Through Entities Making Entity-Level Election

At the end of June, the Comptroller of Maryland finally released its revised income tax forms to... more
August 4, 2021
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Is the SALT Cap Coming to an End?

The Tax Cuts and Jobs Act (TCJA) was one of the largest pieces of tax legislation passed within the... more
May 5, 2021
Blog

IRS Confirms 2020 IRA and HSA Contribution Deadlines Extended to May 17, 2021

On March 17, 2021, the IRS extended the filing due date for individual tax returns to May 17, 2021.... more
March 31, 2021

Industries

We have your personal tax needs covered. Learn more about our industry specialties.