Category: Blog

Margaret Tabb’s 2018 Tax Preparation Checklist

Margaret Tabb’s 2018 Tax Preparation Checklist

January 12, 2018 | By

Yes, you *thought* 2017 was in the rearview mirror, didn’t you? Well, not for the IRS it isn’t. That’s because, as you probably know, we are now beginning the process of doing what we do best: effectively, legally, and ethically reporting our clients’ financial lives to the government for maximum savings — i.e., tax return preparation. And […]

Continue Reading

4 Goals To Jumpstart Your Financial Freedom In Baltimore Metropolitan Area In 2018

4 Goals To Jumpstart Your Financial Freedom In Baltimore Metropolitan Area In 2018

January 8, 2018 | By

It feels VERY good to turn the page on 2017, doesn’t it? There were so many hard things that we faced as a nation that the opportunity to start fresh feels particularly bright this week. Obviously, and as I’ve already written about in some detail, we have a brand new tax regime under which we […]

Continue Reading

4 Key Year-End Tax Strategies With Tax Reform In Mind For Baltimore Metropolitan Area Taxpayers

4 Key Year-End Tax Strategies With Tax Reform In Mind For Baltimore Metropolitan Area Taxpayers

December 29, 2017 | By

We’re in that annual holiday lull during which most of the country takes things real easy, tries to recover from all of the parties, and gears up for a new beginning. For tax professionals, however … well, let’s just say that we don’t often get a “normal” holiday season, and this year is even more […]

Continue Reading

2018 Tax Reform Update And A Holiday Prayer from Margaret

2018 Tax Reform Update And A Holiday Prayer from Margaret

December 18, 2017 | By

Well, we seem to have a final tax plan in place, and if everything goes according to what Capitol Hill watchers say, it should pass both the House and Senate this week, and be signed into law by President Trump. And my, oh my, are there changes. One that I should point out to you, […]

Continue Reading

Conventional Financial Advice May Not Always Be Best by Margaret Tabb

Conventional Financial Advice May Not Always Be Best by Margaret Tabb

December 15, 2017 | By

Just to give you a little snapshot of why it’s taking so long to get tax reform done (and I know — you’re surely waiting with bated breath), consider this: under certain circumstances with the proposed reform, some people would face a marginal tax rate of over 100%. The WSJ did the analysis over the weekend, and it […]

Continue Reading

Tabb’s Four Good Reasons To Give Charitably, Aside From Tax Deductions

Tabb’s Four Good Reasons To Give Charitably, Aside From Tax Deductions

December 8, 2017 | By

As I write this, the Senate has passed their version of the tax reform bill, and now we wait for the final version of the bill. The process isn’t yet finished (it needs to go through the “reconciliation” process, and the President needs to sign it), but we have some basic ideas about what’s to […]

Continue Reading

Get Lower Taxes: 4 Last-Minute Tax Moves For Baltimore Metropolitan Area Taxpayers

Get Lower Taxes: 4 Last-Minute Tax Moves For Baltimore Metropolitan Area Taxpayers

December 1, 2017 | By

The first round of holiday festivities are behind us, and the nation turns its eyes to Washington DC to see if this December will be festive or glum. Well … perhaps that’s an exaggeration. Most of us don’t take our cues from DC! Either way, this season marking the end of 2017 will be particularly […]

Continue Reading

2017’s Been Hard For Our Nation, Can We Still Give Thanks in Baltimore Metropolitan Area?

2017’s Been Hard For Our Nation, Can We Still Give Thanks in Baltimore Metropolitan Area?

November 24, 2017 | By

Here we are, suddenly finding ourselves in the week that we have set aside as a nation for the giving of thanks. 2017 seems to have been a difficult year for many to find glimpses of the light, to find goodness in the midst of seeming chaos and lots of bad news. But, as I […]

Continue Reading

5 Tips on How to Become Wealthy in Baltimore Metropolitan Area

5 Tips on How to Become Wealthy in Baltimore Metropolitan Area

November 17, 2017 | By

As we continue to keep our eyes on what’s happening with the GOP tax reform bill in Washington, we are focusing on an entirely different kind of “tax reform” around here: Tax planning with our smartest Baltimore Metropolitan Area clients. Because something that is a commonality among our wisest clients is that they get AHEAD of the […]

Continue Reading

Four Simple Steps To Increase Productivity In Baltimore Metropolitan Area

Four Simple Steps To Increase Productivity In Baltimore Metropolitan Area

November 10, 2017 | By

First of all, our hearts are with Sutherland Springs, TX. What a senseless, terrible tragedy for that community, and our nation. Words fail. +++ But as difficult as it is to “move on” from the remembrance of such things, our nation continues along with the arguments and concerns of the day. Specifically, the recently-released House […]

Continue Reading