As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner.

Tax deductions and credits are terms often used together when talking about taxes.

You must have been pleasantly surprised to find out you’d be getting a refund from the IRS — especially if it was a large sum.

Rockville, MD – July 19, 2018 – EagleStone Tax & Wealth Advisors welcomes its newest employee, Margaret Li, to the team as a Tax & Accounting Associate.

An initial public offering (IPO) is the first public sale of stock by a private company.

Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate.

If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz.

Rockville, MD – July 2, 2018 – EagleStone Tax & Wealth Advisors welcomes our newest employee, Steve Pugliese, to the team as a Principal in Tax & Accounting.

If you’ve been thinking about converting your traditional IRA to a Roth IRA, this year may be an appropriate time to do so.

Each month, the Bureau of Labor Statistics publishes the Employment Situation Summary report based on information from the prior month.