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2015/06/03

The Proactive Advisor - Volume 3 Issue 2

DISABILITY INSURANCE: HOW TO CREATE TAX-FREE INCOME REPLACEMENT
Disability insurance has traditionally been offered in two forms: short-term (typically from 90 days to a year) and long-term (beginning after 90 days/year). 

STOCK MARKET: SOME VOLATILITY IN U.S.; OVERSEAS STOCKS REMAIN ATTRACTIVE
The current bull market is now in its seventh year, and the United States now sits at the helm of global economic expansion. This remarkable run - the fourth longest in more than a century - is even more noteworthy when you consider the naysayers began predicting its demise from the get-go. 

EIGHT THINGS TO CONSIDER WHEN FILING AN AMENDED TAX RETURN
Now that we are past the traditional individual tax return filing deadline of April 15, you might find yourself in a situation where you need to amend your return. In order to help you understand the process of amending a return, let's look at a number of rules and other items you need to keep in mind.

The Internet, email and instant messaging give us speed and efficiency, but sometimes the efficiencies come at a price. If you've ever been on the receiving end of a message that seems curt, inappropriate or just plain rude, you know that small nuances and forethought are all important in the Digital Age. Here are a few tips on digital media business etiquette to share with your employees.


Volume 3 Issue 2







LCS&Z Welcomes Daniel Nealon to the firm!


Congratulations to Devin McDonald on passing the CPA exam!


Edward Selig is one of the four founders of LCS&Z. Ed is dedicated to...
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