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Tax Planning Strategies for Individuals

GUIDE: 2025-26 Tax Planning Strategies for Individuals

LBMC Investment Advisors

Accounting Today Names LBMC Investment Advisors a 2025 Top Firm by Assets Under Management

One Big, Beautiful Bill (OBBB) was signed into law on July 4, 2025

One Big Beautiful Bill Act: Key Tax Changes in 2025

Left to right: Lochinvar’s Jeff Drummonds, Bill Vallett, Jr. (center), and LBMC’s Mike Cain in conversation, reflecting the enduring personal-professional bond between the companies.

Client Story: A Long-Term Business Relationship

Agmark's Richard Hagemeyer (left) and LBMC's John Litchfield swap stories from their long, successful journey together—one built on 40 Years of Trust and Innovation.

Client Story: 40 Years of Trust and Innovation

AI In Accounting: The Biggest Boons and Potential Pitfalls

AI In Accounting: The Biggest Boons and Potential Pitfalls

The Possible Strategy of the Trump Tariffs

The Possible Strategy of the Trump Tariffs

Tax implications of a hedge fund investment

Tax implications of a hedge fund investment

Greg Herman | Barron’s Top 1,200 Financial Advisor

LBMC Investment Advisors Named 2025 Barron’s Top 1,200 Financial Advisor

Start 2025 Off Right with These Financial Planning Ideas

Start 2025 Off Right with These Financial Planning Ideas

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