900 Bestgate Road
Suite 400
Annapolis, MD 21401
410.280.1102
RECENT BLOGS
4.6.21
April showers: Puddles to avoid as you navigate tax deadline extensions
Your clients are probably aware that the Internal Revenue Service and the Treasury Department have extended the federal income tax filing and payment deadline, but aware, however, that clients might overlook the fact that this extension applies only to individual taxpayers.
4.6.21
In sync on giving: Lawmakers from both parties support expansion of CARES Act deduction
Members of Congress from both the Republication and Democrat parties have introduced legislation to expand the increased charitable deduction cap for non-itemizers to up to one-third of the standard deduction.
4.6.21
Giving together: Factors to consider when representing couples
CFAAC can help as you work with a couple to design a charitable giving plan that will create rewarding philanthropic experiences for both partners. In Giving as a Couple, Rockefeller Philanthropy Advisors reinforces the tenets we maintain as a team at CFAAC when working with a couple to develop and activate a charitable giving strategy that matches their goals and values.
3.3.21
Valuable Tax tips: Qualified appraisals, 2020 tax changes, and social activities rules
It’s that time of year and here are three of our favorite tax tips to navigate the 2020 tax year...