A special needs trust should be considered by parents or other caretakers of someone with a physical or mental disability. This financial vehicle offers several …
Unclaimed Money in the Billions Awaits Rightful Owners
Did you know that billions of dollars are sitting unclaimed in accounts in the United States? The proper beneficiaries are not claiming their money – …
Maryland Taxpayers May Qualify for Student Loan Debt Relief Tax Credit
At Glass Jacobson, our tax preparation team is always looking for ways to save our clients money. If you live in Maryland, you may not …
How to Ensure Your Loved Ones Are Cared For When You Pass Away
It is tragic when a client contacts us after losing a spouse; even more so when it is unexpected. Often times, the surviving spouse was …
401k Plans Must Pass Nondiscrimination Testing
Under IRS regulations, 401k plans must pass certain nondiscrimination tests in order to avoid fees, required withdrawals, additional employer contributions, or the cancellation of a …
Glass Jacobson Renews CEFEX Certification
Glass Jacobson has renewed its investment advisor certification with the Centre for Fiduciary Excellence, CEFEX, for another year. An Fi360 company, CEFEX certifies investment advisory …
