News & Insights

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PPP Loan Update

Our latest guidance for taxpayers that have received PPP loan proceeds.

Elbow Greetings
Tax Organizers & COVID-19 Policies

 

Our continuing office procedures for 2021, information about 2020 tax organizers, and important coronavirus-related tax provisions.

 

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What is estate planning and why is it important?

 

Estate planning ensures that your wishes upon death or incapacitation are followed, including:

  • what happens to your assets

  • instructions for your care if you become disabled before you die

  • financially providing for your loved ones after you’re able to

 

This is an ongoing process that should be reviewed with your financial advisor whenever there’s a major change in your family or in your net worth...

© 2020 by James Magno, CPA LLC

James Magno, CPA LLC​

51 Monroe Place, Suite 402

Rockville, MD 20850

 

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info@taxjm.com

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