INSIGHTS
We See Things Differently
When we’re not addressing clients’ needs for business and financial advisory, assurance or tax matters, we’re researching, learning and thinking about related subjects. Check out some of our thinking on a broad variety of topics that may impact your organization. And if you’d like to learn more about any of these topics, we’re always happy to talk.
Looking Ahead: Key 2026 Tax & Financial Trends to Watch
Here’s what should be on your radar for 2026.
Business Year-End Planning Checklist: 5 Essential Steps
Before December 31st: Complete the year-end planning checklist for your business.
Year-End Financial Planning Checklist for Individuals
Before December 31st: Complete this individual year-end financial planning checklist.
MarylandSaves: What Business Owners Need to Know
Learn how MarylandSaves works and whether your business may be required to participate.
New Retirement Rules for High Earners: What You Need to Know About the SECURE 2.0 Act
Roth rules are changing for high earners over 50—here’s what the 2026 IRS delay means for your retirement.
Audit Your Summer Spending: Set Yourself Up for A Strong Fall
Learn why reviewing your financial plan now can help you optimize your budget and stay on track for year-end goals.
Maryland Tax Law Changes Now in Effect: What Individual Taxpayers Need to Know
Maryland's tax structure has undergone several modifications that may impact individuals
Exploring Alternative Lending – Beyond Traditional Bank Loans
Learn how alternative lending compares to traditional loans and discover flexible financing options for your unique needs.
What You Need to Know About a Youth Savings Account
Learn how a youth savings account operates to effectively manage and grow it.
Individual Tax Prep Questionnaire and Organizer
Download our Individual Tax Prep Questionnaire and Organizer to help simplify your tax filing process.
Individual Tax Prep Checklist
Be ready for your taxes! We’ve put together a checklist of everything you may need to make this year’s taxes fast and easy.
Breaking News: Beneficial Ownership Information (BOI) Reporting Requirements Have Been Temporarily Paused
The U.S. District Court for the Eastern District of Texas issued a nationwide preliminary injunction that prevents the enforcement of the BOI reporting requirements. Here’s what businesses need to know.
What Are the 2025 Tax Deadlines for Businesses?
Here are the 2025 tax deadlines for businesses you need to be aware of.
What Are the 2025 Individual Income Tax Deadlines
While the official deadline to file your 2025 taxes is April 15, 2025, there are a few key dates you should be aware of to avoid penalties and ensure a smooth tax filing process.
When Are Gift & Estate Taxes Due?
Are you aware of the deadlines for gift and estate taxes? Unlike traditional tax schedules, gift, estate, and inheritance taxes don’t have a specific day each year that they are due, making it easy to accidentally miss a deadline resulting in penalties or late fees.
What You Need to Know About Beneficial Ownership Reporting Requirements
Learn more about The U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) new reporting requirements for Limited Liability Corporations (LLCs), which took effect January 1, 2024.
5 Tips for Reducing Holiday Financial Stress
Read our article for six tips to help you manage your holiday finances without sacrificing the season’s joy.
What Does a Financial Advisor Do?
Read our article to learn what financial advisors and financial planners do, how they differ, and why having both professionals on your team is useful.
