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.
From Cleanup to Confidence: Preparing Nonprofits for a Strong Year-End Close

Help your nonprofit prepare for a smoother year-end close with stronger records, controls, and financial clarity.
The Hidden Value of Uncertainty in Divorce

Uncertainty in divorce can become a path toward clarity, resilience, and stronger financial decisions.
From Deductions to Depreciation: How the OBBBA Reshapes Business Taxes

The OBBBA reshapes business tax planning with expanded deductions, preserved rates, and new opportunities for savings.
OBBBA and Your Family: Maximizing Savings, Navigating Tax Changes

OBBBA brings key tax changes that can help families plan, save, and navigate new financial opportunities.
The End of the Paper Trail: IRS and Treasury Stop Paper Checks This September

Federal payments are moving away from paper checks, making direct deposit setup more important for taxpayers and benefit recipients.
Lobbying and Political Contributions: A Guide to 501(c) Entities & PACs

Nonprofits can choose the right entity structure to support advocacy, lobbying, political activity, and compliance goals.
From Executive Pay to Donor Deductions: How OBBBA Will Change Nonprofit Finances

OBBBA brings new tax considerations for nonprofits, from executive compensation to charitable giving strategy.
2025 Tax Free Shopping for Virginia and Maryland

Tax-free shopping returns to Maryland and Virginia with savings on clothing, school supplies, and preparedness items.