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

Moving Overseas? Three Tax Tips for U.S. Expatriates

Emigration tax is a tax on expatriates, or those who ceases to be a tax resident in that country.... more
December 12, 2017
  • By:
  • Aronson
Blog

5 Tips That Will Make Tax Filing Easier For You and Your Accountant

The 2018 tax season is quickly approaching. There are many ways taxpayers can start to prepare now... more
December 15, 2017
Blog

COVID-19 Relief Provided for Qualified Opportunity Funds and Investors

To provide relief in response to the COVID-19 pandemic for Qualified Opportunity Funds (QOFs),... more
August 31, 2020
Blog

Is your ITIN Expiring?

Is your ITIN Expiring? At the end of this year, certain Individual Taxpayer Identification... more
August 31, 2020
Blog

Prolonged Telecommuting Presents Difficult State Tax Reporting Issues

The COVID-19 pandemic has resulted in many businesses changing the way they conduct their... more
August 19, 2020
Blog

Can Bankruptcy Resolve Your Federal Tax Debt?

The filing of bankruptcy puts an immediate halt on all IRS collection activities and a release on... more
August 4, 2020
Blog

AICPA Asks IRS for Blanket 2019 Penalty Relief Due to COVID-19 Pandemic

As the COVID-19 pandemic continues to create unprecedented disruption and economic uncertainty, the... more
Blog

CARES Act Triggers Maryland’s Automatic Decoupling

On June 12, 2020, the Maryland Comptroller issued its report to the Governor and General Assembly... more
July 16, 2020

Industries

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