Every company needs a Purpose, a “Why” they do what they do.
At HeimLantz our Purpose is Making Lives Better.
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 […]
On January 20th, the Annapolis & Anne Arundel County Chamber of Commerce (AAACCC) hosted its 17th Annual Legislative Breakfast. Carter Heim, CPA, CFF, CGMA, MST and president of HeimLantz attended the event with Dan Russell, CPA, CFE, MSA, of the firm. Several county representatives, including, Maryland Speaker of the House, Mike Bush; Anne Arundel County […]
Dear Client, The US House of Representatives and Senate recently came to an agreement on a wide range of tax extenders, including over 50 expired provisions. President Obama signed the bill on Friday, December 18, 2015. The bill makes permanent the Research and Development (R&D) Tax Credit along with some other periodically expiring tax breaks. […]