Archive for Press Release

LMC Partners with Vogel & Co.

May 1, 2024 (New York City) — LMC Advisors today announced a partnership with Vogel & Co., an independent business management and tax advisory firm with offices in Darien, CT, and West Palm Beach, FL, specializing in family office services for high-net-worth clients.   This strategic partnership will provide…

Lee M. Cohen Recognized as One of Forbes’ Top 200 CPAs in America

LMC is proud to announce that Lee M. Cohen, the firm’s CEO was recently listed on Forbes’ list of America’s Top 200 CPAs.   Lee is a true visionary leader – he empowers the LMC team and clients to dream big and is instrumental in LMC’s growth, including…

LMC Employee Spotlight: Nessim Azizo

Featuring Nessim Azizo LMC Family Office Co-Lead   The Bottom Line was excited to interview Nessim Azizo, LMC Family Office Co-Lead. The Family Office division supports our high net worth clients by providing tailored financial guidance and transparency to families, empowering them to preserve and grow their wealth…

LMC March Madness – Carnival, Yoga and more!

As LMC’s dedicated staff have been working hard throughout this busy season, the firm continued showing our appreciation by offering more curated events last month and opportunities to de-stress. Not only did we have our annual March madness college basketball bracket competition, we hosted new fun events for…

LMC is a 2024 Regional Leader in the Mid-Atlantic Region by AccountingToday

LMC is proud to announce that, for a consecutive year, the firm has been recognized as a 2024 Regional Leader by AccountingToday! In addition, our strategic investment partner, Ascend, is listed as a 2024 Top 100 firm by AccountingToday. This dual recognition further underscores the strength of our…

LMC Employee Appreciation: Sushi, Darts, Agavi Juice and more!

The dedicated staff at LMC have been working hard throughout this busy season, and the firm wanted to continue showing our appreciation by offering curated events throughout the month.   Health and Wellness Initiative   The firm has continued our health and wellness initiative by offering a variety…

LMC Attended MAGIC in Las Vegas

LMC attended the recent MAGIC Event in Las Vegas, which took place February 13th to 15th. This event is known for showcasing a wide spectrum of brands across sportswear, apparel, footwear, and accessories. This engagement highlights our commitment to supporting our clients as they exhibited at the event….

Mortgages and Interest Rates Outlook: Q&A with Lee Hamway

Featuring Lee Hamway Managing Partner, LM Mortgage Consulting and Advisory Services   The Bottom Line was excited to interview Lee Hamway, Managing Partner at LM Mortgage Consulting and Advisory Services. Lee is a veteran mortgage professional, specializing in simple and complex real estate financing transactions.   BL: How…

LMC Hosts First Quarterly Renewal in 2024

On Tuesday, February 6th, LMC hosted its first Quarterly Renewal, an engaging and interactive session to highlight key initiatives of the firm, which is a continuation from the firm’s first Whole Company Alignment event in November last year.   The firm came together to reflect on our collective…

Christopher Kotan, CPA Promoted to Partner

LMC is thrilled to announce the promotion of Christopher Kotan, CPA to Partner in the firm.   Christopher has been an invaluable asset to our firm, serving as a dedicated and loyal tax professional, demonstrating proactive leadership to our teams by overseeing the Tax department and playing a…