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.
MarylandSaves program launched to help small business owners offer retirement benefits to employees
MarylandSaves is a program that will require eligible employers to establish a retirement savings plan for their employees.
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.
Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
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