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! 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.
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.
On Tuesday, August 17, President Biden signed the Inflation Reduction Act (IRA) of 2022 into law.
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.
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.