What determines whether your hopes and dreams become a reality? Exceptional planning. We believe exceptional planning means accounting for every possible aspect of your financial future. Through tax-centric planning, we are able to create a comprehensive financial plan unique to you and your family.
HeimLantz Wealth Update
Annapolis — Nov. 28, 2016 — HeimLantz, headquartered in Annapolis, was recognized for its extraordinary achievements throughout the year at the 2016 1st Global National Conference that took place from Nov. 15–17 at the JW Marriot Indianapolis in Indiana. “Diamond Eagle firms set themselves apart from the crowd because of their commitment to excellence, demonstrating […]
Annapolis, MD (January 18, 2016) — Kathie Sulick, a CPA/PFS financial planner with HeimLantz CPAs and Advisors recently attended the AICPA Advanced Personal Financial Planning Conference in Las Vegas. The conference included nearly 60 different sessions offering valuable insight and best practices in retirement planning, investment management, tax planning, wealth management, among other topics. Held […]
In the recent budget legislation decisions, Congress has proposed some major changes in regards to the perceived “loopholes” in the current social security rules.