Monthly Archives: January 2018

2018 Economic Update

2018 Economic Update

I joined the Financial Association of Maryland for a meeting at the Baltimore Office of the Federal Reserve on January 17th, 2018. Andy Bauer, Senior Regional Economist, presented a favorable economic outlook for 2018. Inflation pressures remain...

Read more

2018 Tax Update

2018 Tax Update

  Changes in the income tax for 2018 will affect many of our clients. Here are the limits the estate and gift tax numbers for 2018: The annual gift tax exclusion is $15,000 The Federal Estate tax exemption is $11,200,000 The Maryland Estate...

Read more