Thinking about managing your tax bill before December 31? Download our 2024 Year-End Tax-Planning Guide here for tips and guidance.

Download Now

Eaglestone Alerts

ESTWA Welcomes Olac Pallan as Director of Portfolio Management

I am pleased to announce that Olac Pallan joined EagleStone Tax & Wealth Advisors as Director of Portfolio Management in our Wealth Management division on March 1, 2023. Mr. Pallan will serve as the team leader and client relationship manager in all aspects of...
Read More

EagleStone is growing!

Rockville, MD (January 12, 2023) EagleStone Tax & Wealth Advisors, Inc. (EagleStone), based in Rockville, MD, has merged in the firms of Polan & Hollis, LLC, of Rockville, MD, and Benz Guardia Associates, PC, of Tysons Corner, VA, effective December 1, 2023....
Read More

MHEC Student Loan Debt Relief Tax Credit Program for 2022 – Apply by September 15th

We are aware that student loan debt has become a growing concern among college graduates and wanted to remind you of a tax credit that you may be able to take advantage of.The Maryland Higher Education Commission (MHEC) is continuing their Student Loan Debt Relief Tax...
Read More

The Inflation Reduction Act: Changes to Tax Policy and Credits

On Tuesday, August 17, President Biden signed the Inflation Reduction Act (IRA) of 2022 into law. This significant piece of legislation—likely to affect most Americans over time—is a climate, energy, healthcare, and tax bill that will increase IRS funding, and change...
Read More

What is the difference between the child tax credit and the child and dependent care tax credit?

These credits are quite different. First, the child tax credit. The purpose of this credit is simply to provide tax relief for parents, working or not, who have qualifying children under the age of 17 (under the age of 18 for 2021). A qualifying child may be a...
Read More

Can I convert my traditional IRA to a Roth IRA?

Anyone can convert a traditional IRA to a Roth IRA in 2021. There are no income limits, or restrictions based on your tax filing status. You generally have to include the amount you convert in your gross income for the year of conversion, but any nondeductible...
Read More

« Older Entries

Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.

Download our Form CRS (Client Relationship Summary) by clicking here.

Download Form CRS Exhibit Document by clicking here.

Download Form ADV by clicking here.

Download Form ADV Part 2A by clicking here.

Click here to learn more about our Privacy Policy and Information Security Program.

Click here for additional disclosures

Investment products & services are only available to residents of DC, FL, IN, MD, NY, PA, SC, & VA.

Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.