For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

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Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

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Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Remote vs In Person Work Setup for Frederick Employers

by Jennifer Allen | April 24, 2026 | Blog | 0 Comments

Key TakeawaysRemote work can lower overhead, expand your hiring pool, and improve flexibility. But it can also create multi-state tax and payroll compliance issues. In-person work can improve training, supervision, and team cohesion, but it often comes with...

Sales Positioning For Frederick Freelancers And Small Businesses

by Jennifer Allen | June 11, 2018 | Blog | 0 Comments

Have you ever heard of Mary Meeker? Perhaps not. But for those who follow securities analysts, she's a little bit like Michael Jordan. She's been issuing an "internet trends" report since the '90s -- and she's usually right. Which, I suppose, is rare for securities...

What Frederick Employers Should Know About Employee Satisfaction

by Jennifer Allen | March 29, 2023 | Blog | 0 Comments

It happened: Silicon Valley Bank sold. Well, at least part of it. The bank’s deposits, loans, and 17 branches — scheduled to reopen today — were snagged by First Citizens BancShares, a Raleigh-based bank. (About $90 billion of assets still remain with the Federal...

Changes to Your Frederick Business’s Social Security Payroll Taxes

by Jennifer Allen | November 18, 2022 | Blog | 0 Comments

Have you recovered from the electoral drama yet?Allow me to quickly remind you: No matter how you’re feeling about these results, what matters MOST is how you operate that which is under YOUR control.And I say that as somebody whose entire work is driven by decisions...

Why a Pre-Mortem Analysis for Any New Frederick Business is a Necessity

by Jennifer Allen | November 6, 2020 | Blog | 0 Comments

Right about now, there are writers and analysts already preparing the articles about why the Trump campaign failed. AND right about now, they might be doing the exact same thing in regards to the Biden campaign.Obviously, as of this writing, we have no idea what's...

All About the SSBCI for Frederick Business Owners

by Jennifer Allen | August 24, 2022 | Blog | 0 Comments

Fill in the blank: It takes a village to ______.While you’re probably thinking of child-rearing right now, I’d like to suggest that it applies to your Frederick small business as well. And particularly during inflationary times. The 2020 world made it painfully...

Business Valuation: Knowing Your Frederick SMB’s Worth

by Jennifer Allen | June 21, 2023 | Blog | 0 Comments

Although it’s a relatively new federal holiday, Juneteenth carries with it a weighty significance.In the official declaration via the Emancipation Proclamation, Abraham Lincoln wrote:“I do order and declare that all persons held as slaves within said designated...

Why Tariff Refund Claims Get Delayed for Frederick Small Business Owners

by Jennifer Allen | May 25, 2026 | Blog | 0 Comments

*This guidance is based on CBP’s April 2026 CAPE/IEEPA refund guidance, current ACH refund enrollment rules, and general federal tax recovery principles as of May 15, 2026. Your facts may require coordination with your customs broker, trade counsel, and tax...

The Pareto Principle And Your Frederick Company’s Work Cycle

by Jennifer Allen | August 2, 2017 | Blog | 0 Comments

Slogging through the summer, and with the weather still hot, it can be real tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...

Creating A Marketing Campaign For Your Frederick, MD Business In 2017

by Jennifer Allen | June 28, 2017 | Blog | 0 Comments

As is often cited, more fortunes were made during the Great Depression than during any other time to that point (and well beyond, even when you adjust for inflation). I say this to point you (and myself) higher, and to lift our vision about what is possible --...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Learn More