A.K. Burton PC

10/09/2026

Estate and trust matters can feel overwhelming—whether you’re planning or managing an estate after a loved one has passed.

At A.K. Burton, PC, we help with estate and trust tax returns, planning, court accountings, and related tax guidance. Our team of CPAs and professionals works with families and fiduciaries throughout Bethesda, Rockville, and Montgomery County to make the process clearer and more manageable.

If you’re dealing with estate or trust responsibilities, we’re here to help. Call us at (301) 365-1974.

10/08/2026

How to avoid the 'widow tax' and other financial headaches if your spouse dies 🏦💔

Navigating finances after a loss can be overwhelming. Check out these tips to help you stay on track and avoid unnecessary burdens during a difficult time.

Read more here: https://www.msn.com/en-us/lifestyle/other/how-to-avoid-the-widow-tax-and-other-financial-headaches-if-your-spouse-dies/ar-AA2cLPAk

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A surviving spouse is sometimes left with less income and a higher tax bill. These tax-saving strategies can soften the impact.

10/07/2026

Happily Married? You May Still Want To File Taxes Separately! 💍💵

Discover the potential benefits of filing separately, even if you’re in a happy marriage. Check out the full article for insights!

👉 https://www.msn.com/en-us/money/other/happily-married-you-may-still-want-to-file-taxes-separately/ar-AA1OdSYV

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Fact checked by Vikki Velasquez You got married, so you file jointly. It's what married people do, right? Not necessarily. In general, couples who file jointly receive more tax breaks. But there are some situations where it may make sense for a couple to file separately. We’ll break down when and ...

10/06/2026

Protect your heirs' tax advantages with IRA beneficiary checks and lifetime gifting! Learn more about how to secure your family's financial future. 💰✨

Read the full article here: https://www.msn.com/en-us/news/insight/ira-beneficiary-checks-and-lifetime-gifting-to-protect-heirs-tax-advantages/gm-GM829F42C5

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Blank beneficiary risk: An empty beneficiary line can cause an IRA to default to the estate, triggering less favorable payout rules. Maximize withdrawal period: Using the full ten-year withdrawal window can help heirs manage tax brackets and preserve tax-deferred growth. Benefits of lifetime gifting...

10/05/2026

How retirees can cut lifetime taxes before 2026 RMDs with key year-end moves 🏖️💰

Discover effective strategies to minimize your tax burden before Required Minimum Distributions (RMDs) kick in! Check out this insightful article for valuable tips.

Read more here: https://www.msn.com/en-us/news/insight/how-retirees-can-cut-lifetime-taxes-before-2026-rmds-with-key-year-end-moves/gm-GM50078546

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Year-end tax window: Retirees have limited time in 2026 to act on strategies that can reduce the tax impact of future required minimum distributions. Gap-year Roth conversions: Lower-income years before RMDs start offer an opportunity to convert pre-tax savings to Roth accounts at reduced lifetime t...

10/02/2026

Running a small business means wearing many hats, and financial paperwork can pile up fast. 📊

A.K. Burton, PC is here to help you through the year, not just at tax time. Our small business accounting and advisory services can help with:

Completing the financial forms your business needs, as you need them
Making business and tax decisions with confidence
Trend analysis, so you can spot patterns in your business over time
Tax basis compiled financial statements
Loan procurement assistance
Due diligence before you buy a business
Support when you're ready to sell a business
Litigation support and expert witness assistance

We proudly serve Bethesda, Rockville, and the rest of Montgomery County.

Have questions? Call us at (301) 365-1974 or visit cpa-maryland.com/services/accounting-services to speak with a CPA.

10/01/2026

Do capital gains count as income? 🤔💰 Curious about how taxes work when it comes to capital gains? Check out this informative article for the definition and examples that can help you understand better!

Read more here: https://www.msn.com/en-us/money/economy/do-capital-gains-count-as-income-tax-definition-and-examples/ar-AA2cYzRK?ocid=edgntpruby&pc=SCOODB&cvid=6aba81574ad44c4cb1245f4f7cdbaa0e&uxmode=ruby&ei=111

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Capital gains count as taxable income and can affect your tax bracket, deductions and rates. They are taxed as short-term or long-term gains depending on how long you owned the asset and your total income. Short-term gains are taxed at regular income rates, while long-term gains often have lower rat...

09/30/2026

Are you prepared for the changes in Required Minimum Distributions (RMDs) coming in 2026? 📈 Learn effective strategies to manage your RMDs smartly and potentially lower your tax bill! Don’t miss out on this valuable information.

Check it out here: https://www.msn.com/en-us/money/other/how-to-smart-manage-higher-2026-rmds-and-lower-your-tax-bill/ar-AA2cKoZJ?ocid=edgntpruby&pc=SCOODB&cvid=6aba81574ad44c4cb1245f4f7cdbaa0e&uxmode=ruby&ei=91

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How to smart-manage higher 2026 RMDs and lower your tax bill - Required minimum distributions are unwelcome for many high-income retirees because of the implications for their tax bills

09/29/2026

💰 Curious about how the ultra-wealthy keep more of their money? Here are 5 tax loopholes they use that most Americans aren't aware of! Discover the secrets that could change your perspective on taxes!

Read more here: https://www.msn.com/en-us/money/other/5-tax-loopholes-the-ultra-wealthy-use-that-most-americans-don-t-know-about/ar-AA1UVIG6?ocid=edgntpruby&pc=SCOODB&cvid=6aba81574ad44c4cb1245f4f7cdbaa0e&uxmode=ruby&ei=81

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In 2026, growing scrutiny over wealth inequality is shining a light on how the ultra-wealthy legally minimize IRS taxes using complex strategies most Americans rarely hear about.

09/28/2026

What happens to your 401(k) when you die? 🤔 It's important to know the beneficiary rules and tax implications. Make sure your loved ones are taken care of. Check out this informative article for all the details! 👉 https://www.msn.com/en-us/money/personalfinance/what-happens-to-your-401-k-when-you-die-beneficiary-rules-and-taxes/ar-AA1VQtEw?ocid=edgntpruby&pc=SCOODB&cvid=6aba81574ad44c4cb1245f4f7cdbaa0e&uxmode=ruby&ei=74

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A 401(k) can be one of the largest assets in an estate, and specific rules govern its treatment after death. Beneficiary designations determine who receives the account. Meanwhile, federal distribution rules affect how quickly inherited funds must be withdrawn and how they are taxed. Knowing these r...