December 2010

LBA Advisor Winter 2010

Posted Dec. 22, 2009

 

The Winter 2010 issue of the LBA Advisor contains articles that all relate to the changing times we are in. Will some of the Bush tax incentives sunset or be extended? Will Congress bring back the estate tax? How will all of this affect you when all is said and done? Click here to download the pdf version.

 

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October 2009

LBA Advisor Fall 2009

Posted Oct. 2, 2009

 

The Fall 2009 issue of the LBA Advisor contains articles that all relate to the changing times we are in. From fear of the unknown to hopes of recovery, we find ourselves facing these issues at every turn and attempt to manage the questions they bring. To read the most recent issue of our magazine, click here to download the pdf version.

 

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April 2009

LBA Advisor Spring 2009

Posted Sept. 10, 2009

 

2009 has already brought so many changes. Not only do we have a new administration, they have already passed The American Recovery and Reinvestment Act of 2009, or the “Stimulus Plan” to which it is more commonly referred. In both the Personal Planning and Business Planning sections of this issue of the LBA Advisor we have provided an overview of the Plan and how it may (or may not) affect your specific situation. To read about this topic and the additional articles in this issue of our magazine, click here to download the pdf version.

 

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September 2008

LBA Advisor Summer 2008

Posted Sept. 16, 2008

 

What are the tax law changes for 2008? How can new rules affect how your auditor must communicate internal controls issues? What is your ideal 401(k) plan? Find answers to these questions and more in the current issue of the LBA Advisor.

 

 

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March 2008

LBA Advisor Winter 2008

Posted March 7th, 2008

 

Which college savings plan makes the most sense? What is the best exit strategy for you to bow out gracefully and skillfully? Which accounting software package is best for your business? All of these questions (and more!) are addressed in the current issue of the LBA Advisor.

 

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September 2007

LBA Advisor Summer 2007

Posted September 14th, 2007

 

2007 has been an exciting year so far for LBA. Read this issue of the LBA Advisor to learn about our new location, recent accolades and media exposure. You will also learn about the new guidelines for charitable giving, get tips on how to recruit good people and gain awareness on what NOT to do with the money in your 401(k) plan!

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April 2007

LBA Advisor Winter 2007

Posted April 30th, 2007

 

Within this issue of LBA Advisor, you will find articles that relate to several areas of your business and personal financial needs.

As we reflect on 2006, and look forward to 2007, we are once again thankful for the relationships we have established with our clients and friends of the firm.  Those relationships define who we are and we appreciate the continued trust you put in our team.

 

Within this issue of LBA Advisor, you will find articles that relate to several areas of your business and personal financial needs.  In addition, there are helpful tips and checklists we hope you will find useful.  And those friendly faces that you will see next to each article are eager to answer any questions you may have related to the information within.  Please do not hesitate to contact any of them at 904.396.4015.

 

As always, LBA is bustling with activity, both within the office and in our community.  We are proud to announce new team members, exciting promotions and election to leadership of a local organization.  There is also some new tax legislation that was signed by President Bush in December and finally, we continue to anxiously await the completion of our new building.

 

On behalf of everyone at LBA, thank you for a fabulous 2006.  We look forward to continuing to serve you in 2007 and wish you personal and professional success.

 

Best wishes,

Richard D. Brock, CPA
Chairman of the Board

Neal J. Von Stein, CPA
Managing Partner

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August 2006

LBA Advisor Summer 2006

Posted August 13th, 2006

 

Welcome to the first issue of our new business magazine: LBA Advisor. At LBA, our goal is to help all of our clients increase their bottom line, whether it be in business, personally, or both. We do this by offering a wide array of accounting and consulting services that are focused on the client as both an individual, and as a business owner or executive.

 

LBA Advisor Magazine - Summer 06 (PDF - 1.5 MG)

 

Many of you have historically received one or several of our newsletters. As we reviewed the level of value that we constantly strive to provide to our clients, we felt that a more inclusive magazine would better serve our mission. Our goal is to produce two issues per year (Summer and Winter). However, as always, when we have time sensitive information that has a direct effect on you or your business, we will ensure that you are immediately informed.

Within the magazine, you will find valuable information related to:

• Personal Planning
• Business Planning
• Healthcare Consulting
• Retirement Planning
• Forensic, Litigation & Valuation Services
• Industry Updates (planned for future issues)

 

Additionally, we are excited to include a section entitled “Inside LBA” to keep you all informed of exciting new events within the firm.

 

Finally, while we certainly pride ourselves on the knowledge, experience and capability of our team members, we have taken great strides to focus on providing an elite level of customer service. We would like to invite you to ask anyone at LBA about our SEVEN STEPS TO LBA CUSTOMER SERVICE.

In closing, on behalf of everyone at LBA, we welcome you inside our magazine.

 

Our sincere wish is that this publication will serve as an ongoing roadmap to guide you on your path to personal and professional success!

 

Best Wishes,
Richard D. Brock, CPA
Chairman of the Board

 

Neal J. Von Stein, CPA
Managing Partner