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WMS News (3)

Inflation: Will the Dog Bark This Time?

Inflation: Will the Dog Bark This Time?

Our Authenticity Compels Us to Action

The CARES Act – Individual and Business Relief

The $2.2 trillion fiscal package known as the Coronavirus Aid, Relief, and Economic Security Act or...

WMS Operational Update

We extend our thoughts and wishes for good health and safety as you, your family and loved ones...

The CARES Act – Provisions related to 2020 Required Minimum Distributions

Late Friday, March 27, 2020, the President signed the Coronavirus Aid, Relief, and Economic...

Coronavirus Pandemic Related Postponement of April 15 Tax Filings and Payments to July 15

Friday afternoon, March 20, 2020, the IRS officially announced that certain tax returns due April...

WMS Operational Update

To Our Valued Clients,

Philanthropy through the Generations

Many families struggle to find the best approach to charitable giving that will have a meaningful...

Laura M. Carr Named Principal, Chief Advisory Officer at WMS Partners

Towson, MD – WMS Partners, the Baltimore region’s leading independent wealth-planning and...

Todd M. Wickwire Named Chief Executive Officer of WMS Partners

Towson, MD – WMS Partners, the Baltimore region’s leading independent wealth-planning and...