Industry Benchmarking Insights

Tax Prep, Planning & Strategy

It’s about time: Don’t waste that of your board members

Most not-for-profit board members are unpaid volunteers. They’ve agreed to serve because they care about your mission and the impact your organization…

Tax Prep, Planning & Strategy

When it comes to asset protection, a hybrid DAPT offers the best of both worlds

A primary estate planning goal for most people is to hold on to as much of their wealth as possible to pass on to their children and other loved…

Tax Prep, Planning & Strategy

Control how your charitable gifts are used by adding restrictions

If philanthropy is an important part of your estate planning legacy, consider taking steps to ensure that your donations are used to fulfill…

Tax Prep, Planning & Strategy

Take intrafamily lending to the next level by establishing a family bank

One of the primary goals of estate planning is to put in writing how you want your wealth distributed to loved ones after your death. But what…

Tax Prep, Planning & Strategy

How to research a business customer’s creditworthiness

Extending credit to business customers can be an effective way to build goodwill and nurture long-term buyers. But if you extend customer credit,…

Tax Prep, Planning & Strategy

Putting together the succession planning and retirement planning puzzle

Everyone needs to plan for retirement. But as a business owner, you face a distinctive challenge in that you must save for your golden years…

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Suite 210
Hunt Valley, MD 21030
410.339.6464
Fax: 410.339.7272

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Bel Air, MD 21014
410.838.2237
Fax: 410.893.9527

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Elkton, MD 21921
410.398.1961
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Latest Tweets

wcscpas Weyrich Cronin Sorra @wcscpas ·
5 Dec

"If you’re feeling generous as we head toward the holidays, you may want to give cash gifts to your loved ones. You may also want to steer clear of gift tax implications." https://bit.ly/4ex2oaX

wcscpas Weyrich Cronin Sorra @wcscpas ·
3 Dec

"A limited liability company can provide personal liability protection from creditors while delivering tax benefits. Is it right for you?" https://bit.ly/4fqOQPh