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...
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.
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.
What is the difference between the child tax credit and the child and dependent care tax credit?
The child and dependent care tax credit — offers relief to working people who must pay…
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 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 to for additional disclosures
Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.
© EagleStone Tax & Wealth Advisors 2024. All rights reserved.
