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What High-Net-Worth Clients Really Need from Their Advisors
What High-Net-Worth Clients Really Need from Their Advisors

For high-net-worth individuals, you need a team that helps you preserve wealth, reduce risk, and plan for the future.

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High Net WorthArpita JoshiApril 24, 2025
Navigating Vacation Property Rental Tax Issues
Navigating Vacation Property Rental Tax Issues

Owning a vacation rental home can be great, but you must understand the financial implications. Click through for a review of the tax issues.

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Real Estate, TaxArpita JoshiApril 24, 2025
Admitting a New Partner to Your Law Firm? Here’s What You Should Discuss First
Admitting a New Partner to Your Law Firm? Here’s What You Should Discuss First

Admitting a new partner is more than a promotion—it's a strategic move that can shape the future of your law firm.

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Advisory, Law FirmsArpita JoshiApril 24, 2025
4 Ways to Keep Your Business Resilient in Economic Uncertainty
4 Ways to Keep Your Business Resilient in Economic Uncertainty

Staying on top of your finances and efficiency during economic uncertainty is a priority. Here are four tips to keep your business resilient.

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AdvisoryArpita JoshiMarch 31, 2025
Seasonal Tax Considerations for Business Owners
Seasonal Tax Considerations for Business Owners

Make smarter money moves year-round with our seasonal tax planning guide for business owners. Discover key strategies each quarter to reduce your tax bill.

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High Net Worth, Law Firms, Real Estate, TaxArpita JoshiMarch 31, 2025
Stay Ahead: 2025 Tax Calendar for Small Business Owners
Stay Ahead: 2025 Tax Calendar for Small Business Owners

Keeping up with tax deadlines can be stressful. Stay organized with the 2025 Tax Calendar free download from LMJ CPAs

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TaxArpita JoshiMarch 31, 2025
Q2 Accounting and Bookkeeping Checklist
Q2 Accounting and Bookkeeping Checklist

Q2 is a critical time to reassess financial health and make strategic adjustments. Download the Accounting and Bookkeeping Checklist to stay organized.

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AccountingArpita JoshiMarch 2, 2025
Why Growing Businesses Need Tax Planning
Why Growing Businesses Need Tax Planning

With the right tax planning strategy, you can keep more of your hard-earned money and avoid costly surprises. 

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Tax, AdvisoryArpita JoshiFebruary 21, 2025
Treasury Suspends Corporate Transparency Act Enforcement & BOI Reporting
Treasury Suspends Corporate Transparency Act Enforcement & BOI Reporting

On March 2, the U.S. Treasury Department announced it would no longer enforce the Corporate Transparency Act or the associated BOI reporting requirements.

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AdvisoryArpita JoshiFebruary 21, 2025
IRS Reporting Requirements Affecting Sellers of Goods and Services
IRS Reporting Requirements Affecting Sellers of Goods and Services

The use of these third-party apps can result in the seller or service provider receiving a Form 1099-K. Will you receive a Form 1099-K in 2024?

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TaxArpita JoshiJanuary 24, 2025
Tax Filing Season: Time To Gear Up!
Tax Filing Season: Time To Gear Up!

Even if you're working with a tax pro, there are things you can do in advance to prepare for your tax filing. Explore the tips.

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TaxArpita JoshiJanuary 24, 2025
Individual Tax Preparation Made Easy: A Step-by-Step Checklist
Individual Tax Preparation Made Easy: A Step-by-Step Checklist

Feeling overwhelmed with tax season prep? This guide outlines the essential steps to prepare your tax return efficiently. It’s straightforward and stress-free.

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Arpita JoshiDecember 30, 2024tax
Navigating International Tax Considerations
Navigating International Tax Considerations

For high-net-worth individuals and international clients, tax filing can be a maze of rules and regulations. Staying compliant requires attention to detail and expertise.

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Arpita JoshiDecember 30, 2024
Tax Season Survival Guide
Tax Season Survival Guide

Our 2024 Tax Season Survival Guide is your ultimate resource for stress-free tax prep. From checklists to tips, we’ve got you covered. 

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Arpita JoshiDecember 30, 2024tax
A New President: How Taxes May Change
A New President: How Taxes May Change

A summary of the prospective adjustments that Trump has said he will make to help you strategize for 2025 and beyond.

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TaxArpita JoshiNovember 22, 2024
Bookkeeping Tasks to Prep for Tax Season
Bookkeeping Tasks to Prep for Tax Season

As the end of the year approaches, now is the ideal time to finalize your bookkeeping and prepare for the upcoming tax season.

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TaxArpita JoshiNovember 22, 2024
4 Financial Strategies for High-Net-Worth Individuals
4 Financial Strategies for High-Net-Worth Individuals

Minimizing tax liabilities isn't just about saving money—it's about smart planning for the future. Here are four financial strategies that work.

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High Net Worth, AdvisoryArpita JoshiNovember 22, 2024
Delegate Like a Boss to Grow Your Business in 2025
Delegate Like a Boss to Grow Your Business in 2025

Delegating isn't just about handing over work—it's about fostering a team that helps your business flourish. Get started with these 6 tips.

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AdvisoryArpita JoshiNovember 22, 2024
Tax Strategies for Entertainers: What You Need to Know Before Tax Season
Tax Strategies for Entertainers: What You Need to Know Before Tax Season

Understanding the best tax strategies can save money, reduce stress, and help you plan for a financially secure future.

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Entertainment, TaxArpita JoshiNovember 12, 2024
How to Handle International Income: Tax Tips for Global Entertainers
How to Handle International Income: Tax Tips for Global Entertainers

Understanding how to manage your global income efficiently can save you from financial headaches and ensure compliance with tax regulations.

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Entertainment, TaxArpita JoshiNovember 12, 2024
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Liggett, Meltzer & Joshi CPA's P.C.
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