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

The Biden Tax Plan – How it Affects You

With Joe Biden’s presidency all but official certifications away, a hard look at his tax plan... more
November 12, 2020
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
Blog

American Rescue Plan Act of 2021

On March 11, 2021, Congress signed into law the American Rescue Plan Act of 2021, the latest... more
Blog

Increase in Dependent Care FSA Limit for 2021

Under the recently signed American Rescue Plan Act of 2021 (ARPA), the dependent care flexible... more
March 12, 2021
Blog

Maryland Comptroller Has Extended 2020 Income Tax Due Dates to July 15th

The Comptroller has extended the 2020 income tax filing and payment deadlines to July 15, 2021. The... more
March 12, 2021
Blog

U.S. Taxpayers Subject to Foreign Digital Economy Taxes without Physical Footprint

Historically, certain types of foreign taxes in a foreign country may not have applied to U.S.... more
March 1, 2021
Blog

When to File CFC Interest Expense Limitation Elections

The TCJA U.S. Federal tax reform legislation enacted a business interest expense limitation... more
February 4, 2021

Industries

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