News

On March 19^th, HeimLantz hosted the “Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income” seminar.  Kathie Sulick, CPA/PFS, gave an informative presentation on a variety of social security topics including 5 factors to consider when deciding to apply for benefits and how to minimize taxes on your social security benefits. Applying for social security can be very confusing and many people have questions on the best way to proceed. If you would like to learn more about  future seminars or have questions about social security planning, please call Kathie at 410-841-5575.

On June 26, 2012, Thomas Lantz Sr., CPA, CVA, ABV, CFF,  will be presented with the City of Alexandria’s award for “Outstanding Advocate for Persons with Disabilities.”　 This will be presented at a brief ceremony at City Hall to be presented by the Mayor and City Council, and the Alexandria Commission on Persons with Disabilities.

Mr. Lantz is a past member and Vice-Chair of the Alexandria Commission on Persons with Disabilities.　 The Award comes with a small stipend that Mr. Lantz will designate to a worthy charity in Alexandria dealing with disability issues.　

Mr. Lantz is the Chairman of the Board with HeimLantz, PC. located in Alexandria, VA. 

On Friday, June 8, Paul Abbou, CPA and Diane Brewer, CPA made a presentation at the Maryland Judiciary Educational Center in Annapolis, Md.  The presentation was attended by state appointed attorneys who are responsible for proposing to the court an appropriate amount a self employed individual should pay for child support. The  presentation included how to decipher self-employment business income and expenses for child support analysis.　

The Annapolis Rotaract Club has nominated Sheri Winegardner as their Director of Membership for the term of July 1, 2012 through June 30, 2013. Rotaract is a Rotary-sponsored service club for young men and women ages 18 to 30. Rotaract clubs are either community or university based, and they’re sponsored by a local Rotary club. This makes them true “partners in service” and key members of the Rotary family.

As one of Rotary’s most significant and fastest-growing service programs, with more than 8,400 clubs in about 170 countries and geographical areas, Rotaract has become a worldwide phenomenon.

The Annapolis Rotaract Club held their Chartering Ceremony on May 14th, 2008. The 18 members who were inducted that night were recognized for their work on turning this from an idea to a working organization. Now the Annapolis Rotaract Club has over 25 members.

The Annapolis Rotaract Club serves the Greater Annapolis Area (including Crownsville) and all of Anne Arundel County. If you live or work in A.A. County, are a young professional or college student and are looking for a way to network while bettering our community and the world, join us for a meeting or check our calendar to see when and where you can find us around town.

Ms. Winegardner is a Client Relationship Manager at HeimLantz.

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Diane Brewer, CPA, was recently a member of a skilled panel that met for an event coordinated by the ”Successful Women in Business Program.”  The topic of the event was “Taking Care of Elderly Relatives, or What You Need to Consider for Your Own Retirement Needs.”   The panel addressed the resources available to those about to experience the journey through these processes.  The event was held at the Severna Park Community Center in Severna Park, Md.

The “Successful Women in Business Group” is focused on providing support, knowledge and inspiration to women in business. It is a group within the Greater Severna Park Chamber of Commerce.

Ms. Brewer is a Certified Public Accountant who specializes in Estates and Trusts and often presents to the public on these topics. She is presently a manager with HeimLantz, PC in Annapolis, MD.

HeimLantz is supporting the Small and Emerging Contractors Advisory Forum (SECAF) as a Silver Sponsor at the SECAF 4th Annual Government Contractor Awards. The Small and Emerging Contractors Advisory Forum (SECAF), is the premier organization for the small and emerging government contractor. The SECAF Awards Gala is the premier commemorative event honoring small and emerging government contractors and the players in the industry that rely on small business. The winners will be announced at the gala on Thursday, May 3, 2012 at the Hilton McLean Tysons Corner. Their website can be found at secaf.org

“SECAF represents government contractors who collect less than $25 million in annual revenue, and so we believe this niche market is well-deserving and in need of recognition of jobs well done,” said Kwesi Rogers, chairman of SECAF and president of Federal National Payables. “SECAF is honored to present these awards to those contractors and partners in our community that consistently put forth great work and produce business results that benefit the Washington, D.C. area.”

Thomas J. Lantz, Sr., CPA, CVA, ABV, CFF, CGMA was recently elected to the Board of Directors of Homes For America, Inc. (HFA). Tom, one of the founding partners of HeimLantz, P.C., has been on HFA’s Audit and Finance Committee since 2011.

Homes for America, Inc. is a 501(c)(3) nonprofit housing corporation which specializes in developing and preserving housing for low and moderate income households and special needs populations. Homes for America carries out its mission in a variety of ways, including as a developer of affordable housing, providing development services to nonprofit organizations, and providing technical assistance to government agencies to develop and implement housing programs.

Tom’s extensive background serving on the Boards of Melwood Training, Inc. for over 25 years, and more recently as the Vice-Chair of the City of Alexandria’s Commission on Persons with Disabilities, provides a unique opportunity for him to interface his experience with the disabled and special needs population with the goals and objectives of Homes For America.

Homes for America was established by Trudy Parisa McFall, Chairman and Nancy S. Rase, President. They are housing professionals who together have over 50 years experience in the public sector administering federal, state and local housing programs. The organization is staffed by 12 talented and experienced housing professionals. Homes for America is advised by a distinguished Board of Directors with outstanding records in affordable housing. Homes for America helps to bring public and private partners together through the experience and expertise of its founders, Board and staff.

Homes for America was founded in September 1994 and has its headquarters in Annapolis, Maryland.

Homes for America develops and preserves affordable rental housing and housing for sale to low and moderate income households in the mid-Atlantic states.  Homes for America’s mission is to provide quality housing for low and moderate income households in attractive and stable neighborhoods and communities.

Homes for America also provides development services to nonprofit organizations which develop low and moderate income housing, as well as providing technical assistance to governmental agencies to develop and implement housing programs.

Homes for America provides resident services in all of their developments. These services are an important part of providing quality housing and ensuring full and satisfying lives for the residents.

HeimLantz Team Members attended the West Anne Arundel County Chamber of Commerce’s 50^th and Community Awards Dinner on March 28th. The event was held at The Hotel at Arundel Preserve in Hanover, MD.  The event honors the educators, public safety officers, and military personnel who make West Anne Arundel County special. The event also celebrated the Chamber’s 50th year. There was a reception at 6 p.m., followed by dinner and the awards presentation.  HeimLantz was a sponsor of the event. 

Honoree David Garcia, Sheriff’s Deputy of the Year with Kathie Sulick of HeimLantz

Carter Heim of HeimLantz, Patrick Kenefick of Comcast, Larry Letow of Convergence Technology

You are Invited to a Breakfast Briefing on Conservation Easements for

Tax, Legal and Real Estate Professionals　

 Thursday, April 26th, 8 am – 11 am

Bistro at the Golf Club at South River

3451 Solomon’s Island Road

Edgewater, Maryland

$45 per person

Please join us to learn more about this important land and tax planning tool in honor of　

Agenda:

8:00 am: Breakfast service begins with a gourmet buffet

8:25 am: Welcome and recognition of SRLT – Lex Birney, The Brick Companies, Ben Wechsler, Linowes and Blocher LLP

8:40 am: Comments from Rand Wentworth, President of the Land Trust Alliance, with national prespective on the easement industry and current tax law issues

9:00 am: Legal mechanics of conservation easements-Ben Wechsler, Linowes and Blocher LLP

9:30 am: Tax mechanics and implications of easements – Carter Heim, HeimLantz CPAs

10:00 am: Closing remarks and adjourn to informal discussion with speakers and guests

Pre-Registration by April 23rd is required. Please provide names of attendees and payment of $45 per person to Scenic Rivers Land Trust at PO Box 2008, Annapolis, MD 21404 (or you may register through their website at srlt.org). For questions or additional information contact Rick Leader at 410-310-6541 or Rick@srlt.org

Special Opportunity for Breakfast Guests – The Brick Companies would like to invite all of the golfers in attendance to play the beautiful South River Golf Course after breakfast at the member rate of $55 for 18 holes. Not enough time for 18 holes?　Join us for nine holes at the member rate of $30! Please RSVP for golf by April 20th to Shelly Ford, sford@thebrickcompanies.com or call 443-951-2025.

Speakers:

Lex Birney – CEO of The Brick Companies, a privately held company based in Edgewater, that owns, develops and manages real estate in the Baltimore/Washington metropolitan area. Assets include the Golf Club at South River and Queenstown Harbor, the Atlantic Marina Resort on the Patapsco and Atlantic Marina on the Magothy in Pasadena, and more than 500,000 square feet of commercial buildings in Maryland and Virginia. The company has large easements on its Queenstown and Potomac Ridge Golf Course properties and all of its properties are connected through the goal of socially conscious management and development of real estate.

Ben Wechsler – Partner, Linowes and Blocher LLP, a Maryland land use and environmental attorney based in Annapolis. His practice focuses on the management of land and water resources, including the Maryland Forest Conservation Act, the Chesapeake and Atlantic Coastal Bays Critical Area Program, and the various federal, state, and county programs regulating land use, water quality, and wetlands protection. A portion of his practice is devoted to counseling property owners and developers on pairing the use of creative　conservation easement and private mitigation banking opportunities with traditional residential and commercial real estate development in order to achieve development goals.

Carter Heim – President of HeimLantz CPA’s, with offices in Annapolis and Alexandria, the firm serves organizations throughout the Mid-Atlantic with a full Wealth Management division, certified Business Valuation experts, and specialists in a host of other financial disciplines. Mr. Heim applies expertise gained across income taxation, estate taxation, business valuations and financial planning to address a wide range of client needs including succession planning, estate tax planning, business growth, and the sale or purchase of businesses. Mr. Heim has recently been appointed to the Chesapeake Bay Trust Board of Trustees by Governor Martin O’Malley.　　　　　　　　

Scenic Rivers Land Trust (SRLT) - A non-profit organization working since 1988 to protect the scenic and natural qualities of the Severn, South, West and Patuxent Rivers and their surrounding lands in Anne Arundel County. SRLT is celebrating reaching the milestone of having protected 50 properties, totaling over 2,200 acres, through easement or ownership. SRLT has assisted with the protection of thousands of additional acres through a variety of partnerships with Anne Arundel County government and other organizations.

Hosted by:

Kathie was recently recognized in the February issue of Baltimore magazine as one of Baltimore’s 2012 “Five Star Wealth Managers.”  This honor was given to a select group who represent less than 3 percent of the wealth managers in the Baltimore area. To be awarded, Kathie had to satisfy 10 eligibility and evaluation criteria including having a favorable regulatory and complaint history and fulfilling a firm review based on internal firm standards.

Kathie will also be featured in the March edition of the Baltimore Daily Record with her advice in an article on financial and retirement planning for women. This article will be available on March 31st.

Finally, Kathie has been accepted as a member of the “Anne Arundel Women Giving Together” organization. This group supports initiatives which improve the quality of life for women and their families in Anne Arundel County.

Congratulations Kathie on all your accomplishments!