Accounting Blog

Tax, Investment, & Planning Opportunities in 2018

Posted on Thu, Jul 19, 2018

For the past several years, LBA Haynes Strand has worked 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 below, 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.

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Tags: LBA Haynes Strand, tax planning tips, wealth management, Estate planning, HKFS, webinar, investment planning

3 Tips For Successful Tax Planning

Posted on Mon, Dec 07, 2015

Tax planning can be the single most important thing you do for your financial stability when entering into a new year.  The tax planning process is an intricate one that involves gathering information, organizing numbers and data, creating a comprehensive financial picture and charting the best course forward. 

With tax season almost among us, take a look at the tips below – use these as a guideline to help protect your financial interests and ensure a smooth, successful tax year.

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Tags: tax preparation, LBA Haynes Strand, tax planning, tax tips, 401K, Julie Ayers, tax planning tips, retirement plans, best practices

Tuesday Tax Tip: Take Advantage of Education Tax Credits

Posted on Tue, Mar 31, 2015

Are you struggling to pay or save for the cost of your children's education? With the rising cost of education in the United States, parents need to be educated about the strategies and the credits that are available to them. There are several tax-advantaged strategies for those parents who are saving for a child's education.  Including:

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Tags: certified public accountant, tax planning, tax, accountant, tax tips, tax saving, accountants, tax planning tips, Tax credit

Tuesday Tax Tips: Protect Your Financial Future

Posted on Tue, Mar 24, 2015

It's the peak of busy season in the accounting world and the LBA Haynes Strand team is committed to helping you reduce your tax burden as much as possible. With the ever-changing tax laws, our principal members and staff work diligently to stay up-to-date and keep you informed of strategies that can help save you the most.

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Tags: accounting firm, tax preparation, LBA Haynes Strand, Trusted Advisor, tax planning, tax saving strategies, tax strategies, tax tips, tax questions, tax saving, Accounting, Tax Season, professional accounting services, Trust, tax service, retirement plan, Retirement, tax planning tips, retirement plans, Tuesday Tax Tip

March Madness and Tax Season: Preparation Equals Success

Posted on Mon, Mar 23, 2015

The NCAA college basketball tournament is always an exciting and often maddening time for all of us.  While these teams are looking to play the part of bracket buster, your accountants are working hard to see to it that tax season is not a maddening time of year for you.  CPAs thrive on this time of year, and leave it all on the court..I mean...office, to make sure that their clients receive the best possible results.

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Tags: CPA firm, accounting firm, CPA, tax preparation, certified public accountant, professional accounting firm, tax planning, tax, accountant, tax planning tips

Tuesday Tax Tip: How Long Should You Retain Tax Records?

Posted on Tue, Mar 10, 2015

Did you know that federal law requires you to maintain copies of your tax returns and supporting documents for three years?  This law, aptly named the "Three Year Law", leads many people to believe that they are safe in the event of an audit as long as they retain three years worth of tax documents.

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Tags: tax preparation, tax planning, tax strategies, tax, tax tips, tax saving, tax service, tax planning tips

Tax Planning Tips To Help Better Your Finances

Posted on Thu, Jan 22, 2015
Although they sound synonymous, tax planning and tax preparation are not created equal!

There is a complex process that leads up to the final step of tax preparation. This tax planning process is the more intricate part – the part that involves gathering information, organizing numbers and data, creating a comprehensive financial picture and charting the best course forward. 

With tax season almost among us, take a look at the tips below – use these as a guideline to help protect your financial interests and ensure tax success.

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Tags: tax preparation, tax planning, tax tips, 401K, Accounting, tax planning tips, retirement plans, best practices

The Key To A Smooth Tax Season: Organization

Posted on Mon, Dec 01, 2014

Do you ever feel like Tax Season is the most stressful time of the year? Well don’t worry, because you’re not alone, and you’ve come to the right place for help! We have learned that the key to having a smooth tax season, is ORGANIZATION.

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Tags: CPA firm, accounting firm, CPA, certified public accountant, tax planning, tax strategies, tax, Accounting, CPAs, tax planning process, tax planning tips

Corporate Tax Strategies That Lead To Business Growth

Posted on Tue, Sep 09, 2014

As you know, the United States is among the highest when it comes to corporate tax rates in the world. Corporations are always looking for ways to grow, and taking your corporate tax situation into account is a key part of realizing your growth potential. Do you know the changes to corporate tax credits and how they will affect you this year?  Do you know how to take advantage of new tax credits?  Consulting with your accountant and doing some tax planning is a great way to learn some corporate tax strategies that can lead to the growth of your business.

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Tags: accounting firm, small business owner, Small Business, Trusted Advisor, tax planning, tax savings, tax strategies, tax tips, tax saving, tax planning tips

What You Need To Know For the September 15th Tax Deadline

Posted on Wed, Sep 03, 2014

There is a misconception among the general public that there is only one busy season when it comes to taxes and accounting firms in the US.  The fact is there are many deadlines that have to be met throughout the year, making for busy seasons of their own.  We are in the middle of a busy period now with the September 15th tax deadline fast approaching. So let's take a look at what is due on September 15th:

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Tags: CPA firm, accounting firm, tax services, tax preparation, Charlotte CPA, cpa firms, tax planning, tax savings, tax saving, CPAs, tax service, tax planning tips