Category: Wealth Management and Investment Advisory

Wealth means more than money—it means planning with purpose. Our resources bring together insights from LBMC’s wealth management and investment advisor teams to help high-net-worth individuals make confident financial decisions.

Podcast: Make It Count

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Make it Count

From game changing business decisions to career defining leadership lessons, our guests show their powerful insights, and of course, the one piece of advice to help you make it count.

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Wealth Care and Tax Planning: The Perfect Combination
Wealth and Tax Planning: The Perfect Combination
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Grantor Trust … The Good and the Bad
The Pros and Cons of Grantor Trusts
READ MORE
Tax Preparation Questions and Answers
2023 Tax Preparation FAQs
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Federal Taxation of Individuals in 2023
Federal Taxation of Individuals in 2023
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Basic Rules for Charitable Deductions
Basic Rules for Charitable Deductions
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Stock Splits, Explained
Stock Splits, Explained
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Record Retention Schedule for Individuals
Record Retention Schedule for Individuals
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Understanding Tax Rates - Marginal vs Effective/Average vs Actual
Understanding Tax Rates – Marginal vs Effective/Average vs Actual
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Understanding Tax Issues Related to Shareholder Loans
Understanding Tax Issues Related to Shareholder Loans
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When Should You Exercise Your Nonqualified Stock Options?
When Should You Exercise Your Nonqualified Stock Options?
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Grantor Retained Annuity Trusts
Grantor Retained Annuity Trusts (GRATs)
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A Beginner’s Guide to Vacation Home Rentals
A Beginner’s Guide to Vacation Home Rentals
READ MORE
Category: Wealth Management and Investment Advisory
Wealth Care and Tax Planning: The Perfect Combination
Wealth and Tax Planning: The Perfect Combination
READ MORE
Grantor Trust … The Good and the Bad
The Pros and Cons of Grantor Trusts
READ MORE
Tax Preparation Questions and Answers
2023 Tax Preparation FAQs
READ MORE
Federal Taxation of Individuals in 2023
Federal Taxation of Individuals in 2023
READ MORE
Basic Rules for Charitable Deductions
Basic Rules for Charitable Deductions
READ MORE
Stock Splits, Explained
Stock Splits, Explained
READ MORE
Record Retention Schedule for Individuals
Record Retention Schedule for Individuals
READ MORE
Understanding Tax Rates - Marginal vs Effective/Average vs Actual
Understanding Tax Rates – Marginal vs Effective/Average vs Actual
READ MORE
Understanding Tax Issues Related to Shareholder Loans
Understanding Tax Issues Related to Shareholder Loans
READ MORE
When Should You Exercise Your Nonqualified Stock Options?
When Should You Exercise Your Nonqualified Stock Options?
READ MORE
Grantor Retained Annuity Trusts
Grantor Retained Annuity Trusts (GRATs)
READ MORE
A Beginner’s Guide to Vacation Home Rentals
A Beginner’s Guide to Vacation Home Rentals
READ MORE
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