Are Health Savings Accounts (HSA) the Ultimate Health Care Insurance Plan?

Byron T. Deese Tax Planning For Individuals, Personal Finance Leave a Comment

The Health Savings Account (HSA) has been around for more than 15 years, yet it remains one of the best-kept secrets as a tax savings and medical expense reduction tool. …

529 Plan Reimbursements for Off-Campus Living

Michael K. Creamer, CPA, CFP®, CDFA, ADPA Tax Planning For Individuals, Investing, Personal Finance, Coronavirus 2 Comments

With college campuses opting for online classes during the COVID-19 outbreak, many students have been taking classes from home, and all indications are this will continue at least through the …

life insurance

Life Insurance May Offer More than a Death Benefit

Byron T. Deese Tax Planning For Individuals, Personal Finance, Investing Leave a Comment

Most people are aware that life insurance offers a death benefit. After all, that’s why they take out the policy. But did you know that some life insurance policies also …

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Glass Jacobson Named Top 150 CPA Firm by Accounting Today

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Glass Jacobson News, Personal Finance, Investing Leave a Comment

We are pleased to announce that Accounting Today has once again named Glass Jacobson in its 2020 list of top CPA Firms in the $100 Million Plus Club. You can …

When Can We Expect Economic Normalcy?

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Coronavirus, Economic Update, Personal Finance, Investing, Tax Planning For Individuals Leave a Comment

As we enter May and the promise of summer, we are reminded that the current crisis will have a lasting impact on society and our economic well-being. Please consider that …

Maryland 529 plan

Maryland 529 plan: Benefits of Contributing to an MD 529 Plan

Byron T. Deese Personal Finance 3 Comments

Savings for a child’s college education just got a little easier with a Maryland 529 plan. Thanks to a new government program, it’s now possible to receive dollar-for-dollar matching contributions …