Tax, Investment, & Planning Opportunities in 2018

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LBA Haynes Strand works with our partners at HK Financial Services to provide wealth management planning strategies for our clients. Last week, LBA Haynes Strand and HKFS presented an economic update webinar. We understand that life and schedules are extremely busy, so we wanted to provide a copy of the webinar for our clients and friends who may have missed the live showing.

In the video, our speakers, John Bly, Principal and CEO at LBA Haynes Strand, Ann McCorkindale, Partner Emeritus at HKFS, and Suzanne Tudor, Director of Financial Planning at HKFS, discuss volatility and opportunities in the global synchronized expansion.

They also review financial and estate planning under the new estate tax law.

Tax, Investment, and Planning Opportunities in 2018

We hope you found this video helpful. Please feel free to contact us with any follow-up questions that you may have. Our partners and financial advisors are ready to meet with you!

Dental Practice Lifecycle: Introduction

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Over the next few weeks our dental team here at LBA Haynes Strand will be presenting a series of blog posts related to the lifecycle of a dental Practice. Items we will be highlighting include:

  • An overview and introduction to the stages within the dental Practice lifecycle
  • Key questions to ask when buying a dental Practice
  • Selling your dental Practice

As we move through these topics we will strive to provide up to date, informative and helpful information for today’s dental Practice owner whether you are in the first stages of starting your Practice or looking at retirement.

In the meantime, we would like to provide some additional information about a few members of our dental team here at LBA Haynes Strand:

Brad McKeiver, CPA, MBA, is a principal with our firm and leader of our Dental niche. He works extensively with dental professionals and Practices as a strategic business advisor to help our clients prosper. His name may sound familiar as Brad is active in the community through speaking and networking events. Through Brad’s leadership, our team has been able to lessen the tax and accounting burdens for our dental clients so that they can get back to focusing on their patients and their Practice.

Carrie Culpepper works as the lead dental accountant within our team. Using her extensive experience with QuickBooks Online she works alongside our clients to produce meaningful, reliable reporting to assist in business decisions and other areas of dental Practice ownership. Carrie relies on her background in theatre to help clients use their numbers and reporting to “tell the story” of their business and their success.

Katie Sabin is the newest member to our dental team. Katie focuses on ensuring the accuracy and completeness of the financial statements for all of our dental clients. She primarily concentrates on preparing monthly reports for clients in order to deliver them the most precise and up to date information for their business. Her enthusiasm and eagerness to expand her knowledge on the dental industry makes her a great addition to our team!

We look forward to sharing our knowledge with you as we work through the lifecycle of a dental Practice.

If you are interested in automatically receiving updates such as this, please subscribe to our blog.

LBAHS Day 2018: Out of the Garden Project

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“I firmly believe the greatest responsibility we have as a firm is to serve our clients, our people and our community. Working with the Out of the Garden Project is one of the most fulfilling efforts in our year.”- Dave Recchion, Office Managing Partner, LBAHS Greensboro Office.

This year, LBA Haynes Strand got the amazing opportunity to go back to the Out of the Garden Project (OOTGP) to help out for a second year. Our LBAHS Day is an annual community service day where we close our office doors and focus on giving back.

Why Out of the Garden?

The Greensboro and High Point area is ranked #9 in the nation for food insecurity. Over 48,000 students in this area receive reduced price or free breakfast and lunches at school. Many do not know where their next meal is coming from after school and on the weekends. This is how founders, Kristy and Don Milholin, got the idea to start the Out of the Garden Project. They noticed children experiencing food insecurity at their children’s elementary school and felt called to make a difference.

OOTGP started as a small weekend initiative supplying 10 bags to families in the Piedmont Triad area. It has grown into a program now supplying over 1250 bags of food each weekend and operating 22 mobile food pantries.

The LBAHS staff jumped right in – cleaning the warehouse, sorting donated food, and packing bags for families. The atmosphere was filled with love and support as each team member realized the impact they were making in this community.

We are fortunate to have played a small part in this company’s great mission, “to provide tangible signs of love so that no child goes to bed hungry.”- OOTGP

To learn more about Out of The Garden Project and how you can help, CLICK HERE! We were featured in News & Record– “Day of service project helps food program”