COPING WITH MARKET VOLATILITY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
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EP9: Document Retention – 7.8.21
DOCUMENT RETENTION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP6: Making the Most of Your 529 Plan, 10 Qualified 529 Expenses – 7.1.21
MAKING THE MOST OF YOUR 529 PLAN, 10 QUALIFIED 529 EXPENSES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
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EP5: Are You Considering a Geographic Relocation? – 6.8.21
ARE YOU CONSIDERING A GEOGRAPHIC RELOCATION? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
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EP8: Biden’s Proposed Tax Changes in 2021 Budget – 6.4.21
BIDEN’S PROPOSED TAX CHANGES IN 2021 BUDGET FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP11: Happy Birthday, Dow Jones Industrial Average – 5.26.21
HAPPY BIRTHDAY, DOW JONES INDUSTRIAL AVERAGE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
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EP7: Where Is My Refund? – 5.24.21
WHERE IS MY REFUND? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP10: Bitcoin Basics – 3.17.21
BITCOIN BASICS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
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EP6: Like-Kind Exchanges – 2.23.21
LIKE-KIND EXCHANGES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP9: Does Your Smartphone Make You Smarter? – 2.8.21
DOES YOUR SMARTPHONE MAKE YOU SMARTER? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
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EP5: Estate Tax Portability – 1.28.21
ESTATE TAX PORTABILITY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP4: Biden’s Tax Proposals Pre-Inauguration – What Will it Look Like in the Future? – 1.21.21
BIDEN’S TAX PROPOSALS PRE-INAUGURATION – WHAT WILL IT LOOK LIKE IN THE FUTURE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP4: Gift and Estate Annual Limit Update – 10.29.20
GIFT AND ESTATE ANNUAL LIMIT UPDATE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP3: College Savings and Tax Incentives – Part 2 – 10.28.20
COLLEGE SAVINGS AND TAX INCENTIVES – PART 2 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP2: College Savings and Tax Incentives – Part 1 – 10.20.20
COLLEGE SAVINGS AND TAX INCENTIVES – PART 1 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP3: Electronic Tax Payments – 9.23.20
ELECTRONIC TAX PAYMENTS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP2: 2020 Stimulus Credit – 8.25.20
2020 STIMULUS CREDIT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP1: Taxation of Unemployment Benefits – 8.11.20
TAXATION OF UNEMPLOYMENT BENEFITS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP1: RMD’s and Roth Conversions – 8.4.20
RMD’S AND ROTH CONVERSIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP8: Are You Making Good Investment Decisions? – 6.29.20
ARE YOU MAKING GOOD INVESTMENT DECISIONS? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
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EP7: Holding Too Much Cash? – 4.17.20
HOLDING TOO MUCH CASH? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
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EP6: Good News Regarding 2020 Required Minimum Distributions – 4.17.20
GOOD NEWS REGARDING 2020 REQUIRED MINIMUM DISTRIBUTIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
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EP5: Top 10 Things You Should Know About a Recession – 4.17.20
TOP 10 THINGS YOU SHOULD KNOW ABOUT A RECESSION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
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EP4: Top 10 Things to Know About the CARES Act – 4.06.20
TOP 10 THINGS TO KNOW ABOUT THE CARES ACT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
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EP3: Should I Invest in the Stock Market Now? – 3.26.20
SHOULD I INVEST IN THE STOCK MARKET NOW? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
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EP2: The Power of Perseverance – 3.26.20
THE POWER OF PERSEVERANCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
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EP1: Understanding Market Volatility – 3.26.20
5 THINGS YOU NEED TO KNOW ABOUT A VOLATILE STOCK MARKET FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA