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

Free Webinar: Economic Update

Posted on Mon, Jun 18, 2018

Please join us on Thursday July 12, 2018 at 11am for an economic update webinar discussing volatility and opportunities in the global synchronized expansion! We will also review financial and estate planning under the new estate tax law. The webinar will be presented by John Bly, Principal and CEO at LBA Haynes Strand, as well as Ann McCorkindale, CFA, CFP and Suzanne Tudor, CFP, J.D. with HK Financial Services. LBA Haynes Strand works with HK Financial Services to provide wealth management strategies for our clients. 

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Tags: LBA Haynes Strand, Wealth Planning, wealth management, free webinar, webinar

Introducing Guidance Planning Strategies (GPS) For Wealth Management

Posted on Thu, Sep 29, 2016

LBA Haynes Strand is proud to introduce a new financial planning program for all of our clients. The tool is called GPS which stands for guidance, planning, strategies, and is offered through our wealth management affiliate, HK Financial Services. It allows us to work with our clients to assess their current financial situation as well as project what it could look like in the future.

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Tags: LBA Haynes Strand, financial management, Retirement, Financial Planning, wealth management, Estate planning, HKFS

LBA Haynes Strand Wins Top Wealth Management Excellence Award

Posted on Wed, Jun 01, 2016

North Carolina CPA firm, LBA Haynes Strand, PLLC has been awarded the 2015 Top Wealth Management Excellence award from HK Financial Services (HKFS). LBA Haynes Strand earned this award by helping clients with strategic wealth management planning

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Tags: LBA Haynes Strand, financial management, retirement plan, Retirement, Financial Planning, wealth management, Award

Preparation: The Key to March Madness and Tax Season Success

Posted on Tue, Mar 15, 2016

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, CPA, LBA Haynes Strand, tax planning, financial advisor, tax season success, april tax deadline, wealth management