TECHNOLOGY: Data Security is Everyone’s Business
In today’s world, most people know a bit about cyber thieves and data breaches. This being the case, why do we continue to learn of major data breaches here and…
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How a Fixed Index Annuity Works
One of the most popular vehicles to help supplement retirement income today is the annuity. An annuity is an insurance contract that you purchase from an insurance company; it is…
Tax Strategies for Selling Your Business – A Family Affair?
When it comes to selling your business, finding an optimal tax strategy depends on the purchaser. Transferring a business inside a family requires very different tactics and treatment compared to…
Technology: Digital Etiquette for Small Businesses
The Internet, email and instant messaging give us speed and efficiency, but sometimes the efficiencies come at a price. If you’ve ever been on the receiving end of a message…
Eight Things to Consider When Filing an Amended Tax Return
Now that we are past the traditional individual tax return filing deadline of April 15, you might find yourself in a situation where you need to amend your return. In…
Stock Market: Some Volatility in U.S.; Overseas Stocks Remain Attractive
The current bull market is now in its seventh year, and the United States now sits at the helm of global economic expansion. This remarkable run – the fourth longest…
Disability Insurance: How to Create Tax-Free Income Replacement
Disability insurance has traditionally been offered in two forms: short-term (typically from 90 days to a year) and long-term (beginning after 90 days/year). Some companies offer a base amount of…
Mary MacKrell Promoted to Partner
Mary MacKrell, CPA, CGMA was recently promoted to Partner at LCS&Z. Her promotion comes after years of exceptional service to the firm and our clients. Mary has been with LCS&Z…
Technology: Resolutions for Entrepreneurs
A new year brings fresh determination to establish goals. Alongside the perennial favorites, why not take a minute to think about some resolutions to improve productivity and reduce workplace stress?…
Back-up Plan in Case of Dementia
Whether suffering from outright dementia, Alzheimer’s or even just more frequent “senior moments,” by about age 70 the human brain experiences a decline in fluid intelligence – which is the…