Highlights of this Special Edition Newsletter: Year-End Tax Planning Update: Key Changes from the One Big Beautiful Bill What Changed for 2025 Taxes Planning Implications for Clients Looking Ahead to 2026 Supporting Our Communities Tax Season Reminder for IRA and Roth IRA Holders Year-End Tax Planning Update: Key Changes from the One Big Beautiful Bill AS TAX SEASON APPROACHES and year-end planning concludes, a major piece of federal tax legislation warrants your attention. T

Highlights of this Special Edition Newsletter: LVM’s Year-End Financial Planning Checklist Social Security: Why Waiting Often Pays Off...

Highlights of this Special Edition Newsletter: Protecting Our Seniors: Spotlight on Elder Abuse Awareness LVM Team Building: Escapology...

Highlights of this Special Edition Newsletter: What Is a Next of Kin Box? Key Components Benefits Supporting Our Community: Kalamazoo...

Highlights of this Special Edition Newsletter: Inflation-Mandated Tax Changes for 2025: Estate and Lifetime Exemption Annual Exclusion...

Highlights of this Special Edition Newsletter: LVM’s Year-End Financial Planning Checklist The Presidential Cycle, Congressional Make-up,...

Highlights of this Special Edition Newsletter: Spring storm updates LVM celebrates its 37th year! Continuing LVM’s focus on online...

Highlights of this Special Edition Newsletter: Using the SLAM Method to combat phishing emails Congratulations to our colleagues...

The Looming Revert The tax provisions in the Tax Cuts & Jobs Act of 2017 are due to revert back, after December 31, 2025, to what they...

Highlights of this Special Edition Newsletter: LVM's Year-End Financial Planning Checklist Giving to Charity through CRT or CLTs TD...

Highlights of this Special Edition Newsletter: LVM's 35th Anniversary Celebration TD Ameritrade accounts transitioning to Charles Schwab...

Highlights of this Newsletter: Save the Date for LVM's 35th Anniversary Celebration -- Thursday, June 29 in Portage, MI TD Ameritrade...

Highlights of this Newsletter: LVM is celebrating its 35th anniversary in 2023! TD Ameritrade acquired by Charles Schwab Tax topics to...

Highlights of this Newsletter: LVM's Year End Financial Planning Checklist Estate Planning Is Lifetime Planning Check out our latest...

Highlights of this Newsletter: Benefits of the Roth IRA Traditional IRA vs Roth IRA Tax considerations Income Limits Backdoor Roth IRA...

Highlights of this Newsletter: LVM welcomes Nicholas Macksood as an Associate Advisor Jordan Rummel awarded the Chartered Retirement...

Highlights of this Newsletter: Tax Topics to Discuss With Your CPA How Safe is Your Password? Charitable Giving Can Be A Family Affair...

Highlights of this Newsletter: Government-Approved Inter-Family Loan Rates LVM's Sahana Madhanagopal passes CFA Level III exam! Congress...

Highlights of this Newsletter: Five-Minute Finance with LVM Capital Podcasts Considerations when Making Gifts to Children Life Insurance...

**************************************************************************************Congratulations to Nicholas Macksood on being...