LGA, LLP

🌟 In honor of #DisabilityPrideMonth, LGA Partner Laura O'Brien, CPA, MST shares the inspiring story of her uncle Ned and her family's involvement with The Arc of the United States.   Through The Arc and her grandparents' advocacy and support, Ned was able to live a full life that embodied this year's Disability Pride Month theme, "We Want a Life Like Yours."   LGA is proud to support The Arc, an organization dedicated to promoting and protecting the human rights of people with intellectual and developmental disabilities.   Want to learn more about advocacy, education, and supporting people with disabilities? Visit The Arc's resource hub: thearc.org/find-resources #DisabilityPrideMonth | #InclusionMatters |#LGACommunity | #TheArc | #Advocacy

In June, the Supreme Court's landmark decision redefined how corporate-owned life insurance policies impact estate tax valuations for closely held businesses. This ruling requires business owners to include life insurance proceeds in their estate valuations, potentially increasing taxable estate values and necessitating strategic adjustments in succession planning and buy-back agreements. Learn more in this article by LGA's Ross Yogel and Jeffrey Levine. #EstatePlanning #SuccessionPlanning #TaxStrategy https://lnkd.in/e-guJSVs

📸 Proud to Support Our Veterans at Paintball With A Mission! 🎉 On July 12, 2024, LGA Partners Derek Silveira CPA, MST, and Kenneth Segal proudly participated in the 6th Annual Paintball With A Mission, hosted by Swim With A Mission (SWAM). This incredible event raises vital funds for veteran wellness, mental health, and overall support. Ken and Derek had the honor of participating in leadership training and playing paintball alongside Navy SEALs. The day was filled with high-energy activities, camaraderie, and inspiring speakers. We are committed to supporting our veterans and are grateful to SWAM for organizing such a meaningful event. It was fantastic to see our clients and friends of LGA there making a difference together. A special thank you to Jeff Hiatt of MSC for connecting us with SWAM, and to all the veterans for their invaluable service. Swipe to see more moments from this impactful day! ➡️ #VeteranSupport #Leadership #TeamBuilding #SWAM #LGA

This Wednesday, The Bulfinch Group led an enlightening day of networking for our summer interns 🥰✨ Crafting compelling elevator pitches, learning strategies for success, and mingling with peers from the Bulfinch Group were just some of the invaluable experiences that were bestowed on #TeamLGA members during this event. A huge round of thanks to the Bulfinch Group and guest speaker Andrew Wining for hosting us. We look forward to future collaborations. #Elevatorpitch #Internship #Networking

🌟 July is #DisabilityPrideMonth, and at LGA, we're committed to creating a supportive and understanding environment. 💖 Disability Pride Month honors the anniversary of the Americans with Disabilities Act, passed on July 26, 1990, signifying progress toward equal opportunities, access, and inclusion for people with disabilities. The theme for this year, "We Want a Life Like Yours," underscores the disability community’s aspirations for accessible and inclusive life experiences. #TeamLGA takes pride in fostering an inclusive culture where everyone can thrive authentically. This month, we will be highlighting stories about how The Arc, an organization dedicated to promoting and protecting the human rights of people with intellectual and developmental disabilities, has positively impacted our team members and their families. Want to learn more? Visit The Arc's resource hub for tips on advocacy, education, and how to support people with disabilities: https://hubs.la/Q02G5mJl0 #DEIB #DisabilityPride

You say Retirement, Jeff says Backdoor Roth IRA 🤩🙌💸 In the ever-changing financial landscape of the 2020s, effective retirement planning is more crucial than ever. Roth IRAs offer tax-free growth and distributions, making them a popular choice for securing a comfortable post-employment life. Yet, high earners often face income limits that can restrict their contributions. In this edition of LGA’s financial newsletter, 'What Would Jeff Do?', Jeffrey Levine, CPA, MST, explains how to overcome these barriers with a Backdoor Roth IRA strategy.   Let us know your thoughts or how you prepare for retirement in the comments below. 🌎💬   #RothIRA #BackdoorIRA

Ever wonder how GDP growth and consumer confidence impact your business? Learn to interpret the data and make actionable decisions in our latest LGA BAS Market Insight. #BusinessGrowth #MarketInsights #EconomicTrends

Happy 4th of July! 🇺🇸🌟 Today we celebrate the true meaning of independence, reflecting on the values of freedom and unity. It's a time to gather with family and friends, cherishing the bonds we share for joy, freedom, and fun. #happyindependenceday

On Sunday, a dedicated team of professionals took the field at Gillette Stadium, and this time it wasn't the Patriots or the Revolution—it was #TeamLGA! ✨⚽   Led by Antonio Centeio, MBA, our LGA soccer team competed in the Boston Scores Cup to raise funds for their after-school programs. Boston Scores empowers nearly 1,500 Boston Public Schools students through soccer, classroom enrichment, poetry, and community action.   A HUGE thank you to John D. Geraci, CPA, and everyone at LGA who donated and participated!  #YouthDevelopment | #GivingBack

As we navigate 2024, high-net-worth (HNW) individuals face a constantly evolving tax landscape that demands strategic planning and informed decision-making. Changes in tax law and the rise of alternative investments require a comprehensive approach to tax planning. In this article, LGA's Director of Financial Strategies, Jeffrey Levine, offers insight and guidance for 2024 HNW tax planning. #Highnetworth #taxplanning #taxstrategy https://lnkd.in/eWjg-smn