EagleStone Alerts
EagleStone Alert: Corporate Transparency Act
UPDATE AS OF 3/21/25: Consistent with the U.S. Department of the Treasury’s March 2, 2025 announcement, the Financial Crimes Enforcement Network (FinCEN) is issuing an interim final rule that removes the requirement for U.S. companies and U.S. persons to report beneficial ownership information (BOI) to FinCEN under the Corporate Transparency Act…
EagleStone Alert: Have You Filed Your 1099s?
Many businesses underestimate the time required to collect and confirm the information needed to accurately prepare and file IRS Form 1099. Best practice is to request and receive a Form W-9 from the contractor/vendor prior to making payment as this will help immensely in order to file timely.
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...
EagleStone is growing!
EagleStone is growing! We’ve merged in the firms of Polan & Hollis, LLC, and Benz Guardia Associates, PC, both of Rockville, MD. Welcome all new clients and team members.
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.
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/ADV Part 3 (Customer 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.
Download Form ADV Part 2B Here: James D. Warring, Tarun Mehta, Olac Pallan, Kevin Moody, & DJ Reeves
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