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...