Local Blogs

June 21, 2016 | Juanita Farmer, CPA

Qualified Small Business Stock Exclusion

As the driving force in today’s economy, small businesses benefit from numerous tax breaks in the tax code. One of these, the Qualified Small Business Stock (QSBS), was just made permanent, thanks to the passage of the PATH Act (Protecting Americans from Tax Hikes Act of 2015). If you’re a small business investor, here’s what […]

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June 20, 2016 | Mary Ruth McGinn

Bigger Than Our Barriers (VIDEO)

Back in September, Take Off the Mask Kids Opera Company was invited to present its original opera on The Millennium Stage at The Kennedy Center for the Performing Arts in Washington, DC. We knew then that this would be a once in a lifetime opportunity and that we must work hard and persevere to deliver […]

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June 16, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Near Retirees, Look Beyond the Markets to Secure Your Legacy

During these uncertain times, it’s easy to get caught up in the market volatility news coverage. While we know that we should look beyond the markets, it can be hard to imagine an alternative. Near retirees, your alternative is to look inward and assess not only your current financial status but also your future financial […]

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June 16, 2016 | Christen Milstead

Rockville Mayor Newton Visits Ingleside at King Farm

Rockville Mayor Bridget Newton visited Ingleside at King Farm last week to meet with residents, answer questions, and speak about her vision for the future of Maryland’s third largest city. Fresh from the 27th Annual Rockville Public Safety Awards, Newton said she was feeling inspired about the place she has called home since 1981. Newton […]

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June 16, 2016 | Jeff Getek

Riderwood to Host A Feast for the Eyes IV, an Artwork Showcase

Riderwood retirement community is also home to a thriving, vibrant community of artists. Their work will be on display again in July. What makes the event extra special is that most of the artists are available to discuss the technique and inspiration behind their pieces. You can read more below about A Feast for the […]

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June 14, 2016 | Juanita Farmer, CPA

Filing an Amended Tax Return

What should you do if you already filed your federal tax return and then discover a mistake? First of all, don’t worry. In most cases, all you have to do is file an amended tax return. But before you do that, here is what you should be aware of when filing an amended tax return. […]

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June 9, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Five Financial Concepts Your Teens Should Understand Before High School Graduation

With graduation around the corner, high school seniors and their parents are focused on graduation requirements and what will be needed to start their college education off to a great start. But what about their personal finance education requirements? Are financial skills included in a student’s formal education? Not usually. In fact, I am astonished […]

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June 7, 2016 | Jeff Getek

Registration Now Open for 9th Annual Mah Jongg Tourney at Riderwood

The Mah Jongg Tourney at Riderwood retirement community has become more popular every year.  It is a true regional event; last year, 148 enthusiasts from the mid-Atlantic entered the tournament, a record-setting turn-out.  Registration is now open! Silver Spring, Maryland—Riderwood, the Erickson Living retirement community, will host its 9th Annual Mah Jongg Tournament on Thursday, August […]

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June 7, 2016 | Juanita Farmer, CPA

Minimizing Tax on Mutual Fund Activities

Whether you’re new to mutual funds or a seasoned investor who wants to learn more, these tips will help you avoid the tax bite on mutual fund investments. First, you need to understand how distributions from mutual funds are taxed. Tax law generally treats mutual fund shareholders as if they directly owned a proportionate share […]

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June 6, 2016 | Maureen Chowdhury

earphones on the beach picture

Week in Music: Upcoming Shows in the County (VIDEOS)

We’re finally experiencing summer weather and concert season is in full swing. There are many outdoor concert series happening in Montgomery County from Silver Spring to Bethesda. For a full list of outdoor concerts happening in the County, check out the Visit Montgomery website. If you’d like to stay out of the heat, there are […]

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