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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EP4: Tax Talk – 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: Tax Talk – 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: Tax Talk – 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: Tax Talk – 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 – 8.04.20
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