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I95 Feature: Aligning Tax & Wealth Planning with Jeffrey Jacobson

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I95 Feature: Aligning Tax & Wealth Planning with Jeffrey Jacobson | Tax Accountants in Baltimore City | Weyrich, Cronin & Sorra

WCS Partner, Jeffrey Jacobson, CPA, Esq recently contributed to I95 Business magazine. “Aligning Tax and Wealth Planning” explores important tax issues for preserving wealth and possible solutions! Read the full article below.

As always, please do not hesitate to call our offices for additional information and to speak to your representative about how this could affect your situation.


FULL ARTICLE : Aligning Tax & Wealth Planning

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wcscpas Weyrich Cronin Sorra @wcscpas ·
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"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

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"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