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, 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.
As a leading regional accounting firm in the Annapolis/Alexandria region, HeimLantz CPAs and Advisors has worked hard to build a successful and trusted wealth management division. The firm was recently awarded the Three Diamond Eagle award by 1st Global at their National Conference. CLICK HERE to read the entire article.