Landmark Firm

With the invasion of Ukraine by Russian forces, we wanted to provide our thoughts on the current situation.

A Donor-Advised Fund is a popular, flexible, and tax-efficient way to contribute to your favorite charities.

Investment markets continued their run in 2021, with the majority of asset classes having strong positive returns.

As we wrap up 2021, it’s an excellent time to take a closer look at your projected 2021 income tax liability. If any assumptions that were made at the time of filing your prior year return are no longer accurate, these issues are best addressed before the end of the year.

Landmark’s Josh Kaplan, CFA®, CPWA® is a 2021 recipient of Business First’s 40 Under 40 award, Josh was honored during a ceremony on November 19, 2021.