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 History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A quick look at how federal income taxes work.
There are things about Social Security that might surprise you.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
Peer-to-peer payment apps are one of the newest ways to send money.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What is your plan for health care during retirement?
A special needs trust helps care for a special needs child when you’re gone.
Making the most of surprises is a great reason to work with us.