Client Advisor Candace Lee Earns Designation of Enrolled Agent

We are thrilled to announce that Client Advisor Candace Lee has recently attained the IRS designation of Enrolled Agent (EA), the highest credential awarded by the IRS. Enrolled agents are…

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Continued Curiosity: Candace Lee, CFP®, attends the AICPA ENGAGE Conference

A common trait among our advisors and team at Glassman Wealth is curiosity. We are continuously seeking out more knowledge, discovering better ways to serve our clients, and investigating the…

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How To Use 529 Plans To Leverage A Wealth Transfer

The 2017 Tax Act improved 529 plans, adding provisions that allow plan balances to be used to pay K-12 tuition.  Prior to 2018, 529 funds could only be used to…

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