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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...
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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....
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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...
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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...
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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...
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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...
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