Using the 529 Plan to Save For a Child’s Education and Retirement
Save for higher education and retirement, too.
Two Leone, McDonnell & Roberts Employees Earn CPA License and are Promoted to Senior Level
We are pleased to announce that Dan Krivitsky and Megan McDonald have each earned their Certified Public Accountant designations and have been promoted to Senior Accountants.
Are You Ready for Tax Season? 5 Tips to Ensure You Are Prepared
The countdown to filing your taxes has officially begun. Are you ready?
Increased Requirement Threshold for Charitable Organizations Raised to $2 Million
In 2022, the New Hampshire Charitable Trusts Unit increased the audit threshold to $2,000,000.
Understanding Forms K-2 / K-3 For Tax Years 2021 & 2022
The IRS has drafted new K-2, K-3 instructions - here is what you need to know.
Round Up Donations Offer Tax Deductions for Consumers
Before you say “yes,” to a checkout donation, it’s important to understand how to handle these donations from a tax perspective.
Getting Back to Basics: Debits and Credits
Understanding your debits and credits is crucial to ensuring that your balance sheet, income statement, and other financial documents are accurate.
Longtime Leone, McDonnell & Roberts Partner Retires
It is with great honor and respect that we announce that Thomas Roberts, CPA, partner, colleague and friend, has retired from his active role as a shareholder.
How Will Biden’s New Tax Legislation Affect YOUR Finances?
The Inflation Reduction Act was signed into law by President Biden on August 16, 2022. This act is a huge, $750 billion bill that includes provisions to deal with climate change, health care and [...]
LMR Welcomes New Team Members
We are pleased to welcome five new team members to our firm!
