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EagleStone Tax & Wealth Advisors hires Margaret Li as a Tax & Accounting Associate

Rockville, MD – July 19, 2018 – EagleStone Tax & Wealth Advisors welcomes its newest employee, Margaret Li, to the team as a Tax & Accounting Associate. Margaret recently graduated from George Washington University with her Masters Degree in Accountancy. Prior...
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Going Public: An IPO’s Market Debut May Not Live Up to the Hype

An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors are feeling good about their financial prospects and are more inclined to take on the risk associated with a new venture. Thus, IPOs...
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Protect Your Heirs by Naming a Trust as IRA Beneficiary

Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part of an estate plan. One option is designating a trust as the IRA beneficiary. Caution: This discussion...
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Quiz: Financial Facts That Might Surprise You

If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you. Questions 1. The first organized stock market in New York was founded on Wall Street under what...
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EagleStone Tax & Wealth Advisors hires Steve Pugliese as a Principal – Tax & Accounting

Rockville, MD – July 2, 2018 – EagleStone Tax & Wealth Advisors welcomes our newest employee, Steve Pugliese, to the team as a Principal in Tax & Accounting. Steve graduated from the University of Maryland, College Park with a Bachelor of Science in...
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Can I convert my traditional IRA to a Roth IRA in 2018?

If you’ve been thinking about converting your traditional IRA to a Roth IRA, this year may be an appropriate time to do so. Because federal income tax rates were reduced by the Tax Cuts and Jobs Act passed in December 2017, converting your IRA may now be...
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