Please note that our office located in Lexington Park, Maryland will be closed from October 30th through November 10th for our upcoming office relocation.

HeimLantz Announces New Equity Owner

The local public accounting, business advisory, and wealth management firm of HeimLantz is pleased to announce that, effective May 1, 2022, Sheri Mergenthaler, CFP®, CPWA®, CDFA® has been admitted to equity ownership of the firm. Mergenthaler has devoted the entirety...

Strategic Preparation is Key to Selling Your Company

Many people dream of starting their own company, but if you’re one of the few who has turned their dream into reality, you know that it didn’t happen overnight. Making your business a success involved plenty of research, preparation, and hard work that you were happy...

Tax Deductions and Credits to Consider in 2022

This article discusses how there are two main strategies that individuals can take advantage of in order to lower their tax bills, deductions, and credits. While tax deductions lower your taxable income, tax credits are “a dollar-for-dollar reduction to your tax...