Insights
We will begin uploading all tax checklists to your eMoney vault today.
Client Services Update: Tax Prep Packets
Tax season is upon us! Please take a glance at our helpful updates below.
We recently produced a blog post extolling the virtues of using appreciated capital assets to fund your charitable intentions. In this post, we will introduce the reader to the Qualified Charitable Distribution (QCD). A QCD allows an IRA account owner to contribute a part or all of their Required Minimum Distribution (RMD) to a charitable endeavor.
Tax Day has ended, and many are dissatisfied with the amount of taxes they paid to the IRS. The surprising outcome that they experienced may have been a result of the recent overhaul in last year’s tax code, which included changes in itemized deductions and personal exemptions.
For the past five years AOG Wealth Management has been pleased to be the Platinum Sponsor of Celebrate Great Falls - the organization that is at the heart of the "Community Spirit" of Great Falls. they organize everything from the 4th of July Parade & Fireworks to the Halloween Spooktacular to the Concerts & Movies
On a crisp, fall evening AOG Wealth Management and Celebrate Great Falls enjoyed taking Great Falls back to the 1980’s with the showing of the original Ghostbuster’s film on the big screen.
Recently, accredited clients of AOG were given the opportunity to hear the latest information relating to conservation easements. Jack Hollander, vice president of capital formation at Ecovest was the guest speaker for the dinner event hosted at McCormick and Schmick's in the Reston Town Center. Joining him for the event was Vern Burling, Vice president …
As a Registered Investment Advisor, we specialize in providing investment management and wealth management services in a boutique setting. We actively monitor investments to customize portfolios for each client based on their risk/reward profile and their particular financial goals and objectives. We are known for our highly responsive and personal client service, our rigorous due …
The AOG Wealth Management community came together in June to collect food and funds for the Capital Area Food Banks's annual Kids Summer Meal Program and the Mobile Food Program. Our goal was to help as many kids as possible during the challenging summer months when kids in need no longer have access to free …
On May 23rd, the Washington, DC Metro Chapter of Advisors in Philanthropy hosted an event at the Imagination Stage in Bethesda, Maryland centered around "Stories on Impact- How Advisors and their Clients are Amplifying Giving in their Communities." Fred Baerenz was asked to be a featured panelist to discuss how our team exemplifies this in …