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.

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.

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.