2021 Estate & Wealth Transfer Planning Insights

Do you Have a Will? | estate planning cpa in baltimore county md | WCS

Estate & Wealth Transfer Planning

Do you Have a Will?

The need for a will as a key component of your estate plan may seem obvious. You’d be surprised by the number of people — even affluent individuals…
Factor in Taxes if you’re Relocating to another State in Retirement | cpa in baltimore county md | WCS

Tax Prep, Planning & Strategy

Factor in Taxes if you’re Relocating to another State in Retirement

Are you considering a move to another state when you retire? Perhaps you want to relocate to an area where your loved ones live or where the…
Opportunities and Challenges: Valuation in the Age of COVID-19 | accounting firms in baltimore | WCS

Estate & Wealth Transfer Planning

Opportunities and Challenges: Valuation in the Age of COVID-19

Valuation and estate planning go hand in hand. After all, the tax implications of various estate planning strategies depend on the value of your…
Don’t Forget to Take State Estate Taxes into Account | estate planning cpa in baltimore county md | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Don’t Forget to Take State Estate Taxes into Account

A generous gift and estate tax exemption means only a small percentage of families are currently subject to federal estate taxes. But it’s…
Estate Planning Pitfalls Exist if your Wealth is Concentrated in a Single Stock | Estate Planning CPA in Bel Air MD | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Estate Planning Pitfalls Exist if your Wealth is Concentrated in a Single Stock

Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you have some wealth to transfer…
Is a Health Savings Account Right for You? | accountants in DC | Weyrich, Cronin & Sorra

Tax Prep, Planning & Strategy

Is a Health Savings Account Right for You?

Given the escalating cost of health care, there may be a more cost-effective way to pay for it. For eligible individuals, a Health Savings Account…

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wcscpas Weyrich Cronin Sorra @wcscpas ·
13 Feb

"New nonprofits must ask the IRS to recognize their tax-exempt status. But should you file Form 1023 or Form 1023-EZ, the easier, less expensive option? Here’s some information to help you decide." https://bit.ly/3PDkHBb

wcscpas Weyrich Cronin Sorra @wcscpas ·
11 Feb

"You may spend years building up your traditional IRA, but there is a time when you must start taking withdrawals. Here are answers to frequently asked questions about required minimum distributions." https://bit.ly/3C4uFbF