All Posts by

Bill Schwartz, CPA, CFP®

Bill Schwartz is a managing director in our Potomac, Maryland office.

The Securing a Strong Retirement Act of 2022: What You Need to Know

The Securing a Strong Retirement Act of 2022 (aka SECURE Act 2.0) recently passed the House (by a 414-5 margin, ...

2021 tax law proposals

The Shape of Things to Come: 2021 Tax Law Proposals

Although I am writing this in early April, I promise you, this is no April Fools’ Day joke. There are ...

biden tax proposal

Back to the Future? A Look at Biden’s Tax Proposals

Somehow lost in all of the news coverage of the COVID-19 pandemic and social unrest, Joe Biden, the former Vice ...

medicare

Medicare: Everything You Always Wanted to Know

Medicare: The Basics Medicare is the Federal health insurance program for people ages 65 and older. The program helps pay ...

social security

Social Security Optimization: What You Should Know

It is no secret that many Americans are ill prepared for retirement (excluding our clients, of course). With the continued ...

retirement savings

A “How To” Guide to Retirement Savings for the Self-Employed

In the past, I’ve received calls from clients who had already retired but decided to get back into the game ...

secure act

SECURE Act: Changes May Be Coming Soon to Retirement Savings

Believe it or not, there is something that Democrats and Republicans in Congress can agree on, and that is the ...

2019 1st Quarter Commentary: “When Hindsight Isn’t 20/20”

“Before, You Are Wise; After, You Are Wise. In Between, You Are Otherwise.” –David Zindell Most of us are attracted ...

tax season

Tax Season: It’s Getting to Be That Time of the Year!

A Recap of Impending Tax Law Changes I know, it’s not April 15th yet, and I’m not necessarily in any ...

quarter recap

2018 4th Quarter Review: “Holidays, Goldilocks, Resolutions and Strolling Along the Laffer Curve”

In the grand scheme of things, this holiday season was probably no different from those of the past. Like many ...

tax law changes

The Continuing Impact of the 2017 Tax Cuts and Jobs Act

A recap of tax law changes with updates for 2019 taxes On December 22, 2017, the “Tax Cuts and Jobs ...

health savings accounts

Strategies for Use of Health Savings Accounts

Health Savings Accounts (HSAs) are an increasingly popular way to pay for healthcare expenses, especially as employers continue to look ...