News & Insights

Image by Michael Longmire
PPP Loan Update

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

Elbow Greetings
Our COVID-19 Statement


Current office procedures and important tax provisions resulting from the pandemic.


Image by Álvaro Serrano
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



Contact Us