Year-End Tax Planning for Individuals

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.

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Highlights of a Health Savings Account

HSAs are accounts that work in conjunction with an HSA-eligible health plan to allow employees to cover qualified medical expenses. If you put money in an HSA and use that money to pay for a qualified medical expense anytime now or in the future, you’ll never pay federal taxes on that money.

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Jerrod LaPointe, CPA Joins Landmark Wealth Management

Landmark Wealth Management is pleased to welcome Jerrod LaPointe, CPA as Director of Tax and Wealth Planning for Landmark Tax Services. Jerrod will oversee the firm’s tax compliance services and play a critical role in developing and executing tax and estate planning strategies for our clients.

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Landmark Wealth Management Selected to University at Buffalo Fast 46

Landmark Wealth Management was named to the University at Buffalo’s Fast 46 competition during a ceremony on Thursday, September 30. Named in honor of UB’s founding in 1846, the UB Fast 46 program was created to recognizeand celebrate the success of 46 of the fastest-growing businesses owned or led by UB alumnior former students around

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