Community responsibility has always been a goal for LMR & Associates.
Considering the spread of the COVID-19 Virus we have decided to implement the following
as of March 17, 2020
- We will continue to process and file tax returns
- We will not be accepting any new client appointments
- Clients can drop off their information in our drop box located on the west side of the building
- We will continue to be available via phone, email, LMR’s secure communication Liscio App, facebook messenger and text.
- Please leave message on voicemail and we will return your call.
- We will mail all client information or hold it for pick up once the ban has been lifted
- We can mail, email or upload your tax return to our secure Liscio App.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
You’ve made investments your whole life. Work with us to help make the most of them.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Healthy habits are one of the greatest gifts to give your child.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
A four-step framework for building a personal legacy.
Here's a breakdown of how the federal government spends your tax money.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Currency has been around for a long time. Here’s a quick history lesson.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investors seeking world investments can choose between global and international funds. What's the difference?
Make your retirement as exciting as your next vacation.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.