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ChatGPT and Generative AI: Is Your Company Ready?

Readiness Assessment and Customized Roadmap Help Harness the Power for… Read more »

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SEC’s Proposed Rule Strengthens Cybersecurity on Corporate Boards

Boards of Directors are under a lot of pressure these… Read more »

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Individual Income Taxes – Potential Tax Effects of a Residential Move during the Pandemic

Most states impose income taxes on residents of their state…. Read more »

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The Corporate Transparency Act Changes the Landscape for LLCs in Estate Planning

For the past several decades, estate planners have used limited… Read more »

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Converting a Personal Residence to Rental Property

As we have seen the real estate market fluctuate over… Read more »

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LBMC Investment Advisors’ Greg Herman Named Barron’s Top 1,200 Financial Advisor for 2023

LBMC Investment Advisors, a Registered Investment Advisory firm with $1.75… Read more »

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Tax Carryovers When a Spouse Dies

A surviving spouse will have many tax-related issues to deal… Read more »

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Grantor Trust … The Good and the Bad

One type of trust that has become more common in recent years is the Intentionally Defective Grantor Trusts. These trusts are treated as “grantor trusts” for federal income tax purposes under the federal tax code.

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New LBMC Shareholders Garmer and Hale

Announcing leader acquisitions to further strengthen commitment to private equity,… Read more »