Blog - "Altman Speaks"

Happy Holidays!

Dear Clients and Friends, We would like to wish everyone a happy and safe holiday and New Year! Please note our holiday office hours, listed below. Christmas Day, 12/25: Closed New Years Eve, 12/31: Closing at 3:00 PM New Years Day, 1/1: Closed Cheers! - The Altman Team

Expired Tax Provisions Extended: Only Days Left to Utilize IRA Charitable Rollover for 2014!

Last week, President Obama signed the Tax Increase Prevention Act (TIPA) retroactively extending over 50 expired tax provisions through Dec 31, 2014. The last minute extension could provide a retroactive tax break for businesses and individuals who have already made certain expenditures this year, and also provides an opportunity for last-minute spending, such as making charitable contributions […]

New Rules on IRA Rollovers

The IRS recently issued Notice 2014-54. What does it mean for our clients? This Notice is a regulatory change that will impact rollovers to IRAs. Many people face the challenge of deciding to roll or not to roll. Sometimes people want to roll their 401(k) because they switched jobs. It can be uncomfortable leaving money […]

Feel Good Friday: The 12 Days of Holiday Planning

As we approach the holiday season, a time of tradition and thanksgiving, of cheer and renewal, lets reflect through song on the things that are truly important in our lives. Written by Gary Altman, Esq.

Feel Good Friday: Volunteering in Montgomery County!

Contributing time and resources to charitable organizations has always been important to the Altman team. With the Holiday Season in full swing, the giving spirit is in the air and there are plenty of worthwhile organizations in need of help. If you're interested in volunteering your time locally but don't know where to go, the Montgomery County […]

Q&A: Reducing Taxes and Improving Financial Position

Q: With the end of the year quickly approaching, what are some important tax, estate planning and financial planning measures we can take to reduce our taxes and improve our financial position? A: Year-end financial oversights and mistakes can be costly. With so many gifts to purchase and holiday parties to attend, it is easy […]

Our Holiday Hours this Week

Our office will be closed Thursday and Friday this week. We will re-open on Monday, December 1st at 9:00 am. Our new webmaster and expert SEO is Mark Lovett Web Design in Gaithersburg,MD. Wishing you and yours a Happy Thanksgiving! - The Altman Team

The Burden of "The Executor" Conveyed Perfectly in a Poem

It's not an easy job, but somebody's got to do it! THE EXECUTOR I had a friend who died and he, On earth so loved and trusted me, That ere he quit this earthly shore, He made me his executor. He tasked me through my natural life, To guard the interests of his wife, To […]

Avoiding Probate in Maryland

How to Avoid Probate in Maryland What happens to your property when you pass away? With certain exceptions, the answer to that question is generally up to you. Yet, many people are surprised to know that steps taken during their lifetime can have a significant impact on how their property – including homes, stocks, cars, […]

Why You Need a Will

Why Do I Need a Will in Maryland? Many relatively young, healthy people like to think that death will come many years down the line. They further envision that they will pass away surrounded by friends and family, with peace of mind because they have made all necessary preparations for this eventuality. That is to […]

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Recent Posts

Happy Holidays!

Expired Tax Provisions Extended: Only Days Left to Utilize IRA Charitable Rollover for 2014!

New Rules on IRA Rollovers

Feel Good Friday: The 12 Days of Holiday Planning

Feel Good Friday: Volunteering in Montgomery County!

Q&A: Reducing Taxes and Improving Financial Position

Our Holiday Hours this Week

The Burden of "The Executor" Conveyed Perfectly in a Poem

Avoiding Probate in Maryland

Why You Need a Will

« Previous 1 … 40 41 42 43 44 … 77 Next »