Paying bills and day to day money management shouldn’t distract from your busy calendar. LBMC Family Office will take on these day to day tasks, allowing your family the freedom to invest in quality time with one another.
This article covers four major misconceptions about the new tax law (in regards to individual taxpayers), and why they should be corrected.
Do you know what individual taxpayers should be doing before the end of the year in order to take advantage of any expiring provisions of the current tax code?
Private foundations allow families to maintain direct control over the foundation’s investments and charitable activities. This article discusses five transactions private foundations should avoid.
Nonqualified Stock Options (NSOs) are the most commonly used form of stock option. NSOs do not qualify for special tax treatments like incentive stock options, but they also have less restrictive provisions under the tax law.
Firms today offer what we call Multi-family Office services. They are helping many families with multiple services, ranging from bill pay only to a full concierge-type service.