Making the Most of Maryland’s Tax-Free Week
When it comes to managing household finances, meaningful savings often come from a combination of larger planning decisions and smaller opportunities throughout the year. Maryland’s annual Shop Maryland Tax-Free Week, taking place August 9–15, 2026, provides one opportunity for families and individuals to reduce costs on qualifying purchases while taking advantage of an available tax […]
Is Your Charitable Giving Strategy Still the Most Tax-Efficient Approach?
Many individuals and families support charitable organizations year after year using the same approach. They write checks to causes they care about, claim the available tax deduction, and move on. Beginning in 2026, taxpayers who itemize deductions will see a reduction in their total charitable contribution deduction through a 0.5% phaseout based on adjusted gross […]
Maryland Taxpayers Can Use New Online Portal Beginning Sept. 1
Beginning Sept. 1, Maryland taxpayers will have a new way to manage their state tax accounts. The Maryland Tax Connect portal, currently used by businesses, will expand to include individual taxpayers, allowing them to file income tax returns, make estimated tax payments, establish payment plans, and access their tax information online. The enhanced portal also […]
Councilor Introduces New Brand Reflecting the Evolution of the Firm
The firm’s new identity reflects more than a century of history and the integrated way its audit, tax, advisory, and wealth management professionals help clients navigate complex financial, business, and personal decisions.
The Next Evolution of Our Firm
Built on more than a century of trusted relationships, the firm’s new identity reflects its expanded expertise and integrated approach. The transition also brings May Barnhard Investments under the Councilor name as Councilor Wealth.
How Councilor Saved a Client’s State Tax Bill After a New York State Audit
Councilor secured a full no-change opinion in a three-year New York State tax audit by proving Connecticut home office nexus and eliminating the client’s exposure.
Forbes Names Councilor’s Daniel Weaver as a 2026 Best-In-State CPA
Daniel Weaver, President and Managing Partner of Councilor, was recognized among outstanding CPAs for his leadership, technical expertise, mentorship, and service to the accounting profession.
Julia Lafferty Listed as Forbes Best-in-State CPA for Second Consecutive Year
Julia Lafferty, Partner and Director of Councilor’s Not-for-Profit and Employee Benefit Plan Services, was recognized by Forbes as a Best-in-State CPA for Washington, D.C. for the second consecutive year.
Councilor Named in Top Accounting Firms of Greater Washington
Councilor ranked #29 on the Washington Business Journal’s 2026 list of the largest accounting firms in the Greater Washington region, reflecting the firm’s continued growth and regional impact.
Councilor Recognized as the Best Accounting Firm in Bethesda
Councilor was named Best Accounting Firm in Bethesda Magazine’s 2026 Best of Bethesda readers’ picks, reflecting the trust and support of our local community.