Speak with a Financial Expert
Speak with a Financial Expert

Samantha Sachs, CPA

Samantha Sachs, CPA
Find me on:

Recent Posts

The CARES Act

Posted by Samantha Sachs, CPA on March 30, 2020
This past Friday, the House of Representatives passed the CARES Act, and President Trump signed the bill into law. The law contains many tax law changes and much needed economic measures. Below are some of the key provisions in the Act.
Read More

Topics: Tax News, Retirement Planning, Business Owner News

Golfing for Youth Empowerment

Posted by Samantha Sachs, CPA on September 23, 2019
Jim was excited to golf alongside Andy Schindling in the 2nd Annual TCP Golf Tournament. Andy is the Founder & Executive Director of The Complete Player Charity, which aims to ...
Read More

Topics: Giving Back

When is a company buyout right for you?

Posted by Samantha Sachs, CPA on June 05, 2019
 
Read More

Topics: Financial Planning

Charitable Giving under the Tax Cuts and Jobs Act

Posted by Samantha Sachs, CPA on December 11, 2018
Read More

Topics: Giving Back, Tax News

Hatch This was a success!

Posted by Samantha Sachs, CPA on November 06, 2018
 
Read More

3rd Quarter Market Review

Posted by Samantha Sachs, CPA on October 09, 2018
The total U.S. market continued to move higher, while the international markets were negative for the quarter, minimizing overall portfolio returns. For more specific details on the overall market performance view our quarterly report
Read More

Topics: Investment News, Tax News

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Posted by Samantha Sachs, CPA on January 04, 2018
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios.
Read More

Our Higher Standard: a look at the updated Fiduciary Rule

Posted by Samantha Sachs, CPA on May 16, 2016
There has been big news in the financial services world as the Final Fiduciary Rule is being modified and expanded.
Read More

Topics: Investment News

When we say we support our community, we mean it.

Posted by Samantha Sachs, CPA on April 21, 2016
Jim is a founding board member of the Financial Education Foundation (FEF), which was created to fill the need for financial education in Anne Arundel County. The Foundation is committed to providing ...
Read More

Looking for a Dimensional Fund Advisor in Annapolis MD?

Posted by Samantha Sachs, CPA on March 04, 2016
We're so thankful to be a partner of Dimensional Funds. Watch the video below to find out why.
Read More