Archive for cfo-services

LMC Spotlight: George Vogel & Ari Shamir

The Bottom Line was excited to interview George Vogel, Family Office and Tax Partner, and Ari Shamir, Family Office and Tax Director of LMC Family Office Services.

April LMC Employee Appreciation Events

Thanks to our amazing employees at LMC, we’ve successfully moved past another tax deadline. LMC leadership is extremely proud of our remarkable team for their commitment to the firm and to our clients. To acknowledge their tremendous efforts, LMC hosted the following Employee Appreciation Events in April 2024….

Understanding the Corporate Transparency Act & Beneficial Ownership Information Requirements

Written by David J. Neuman, JD Tax & Legal Manager   Starting January 1, 2025, many small businesses will be required to disclose details about their Beneficial Ownership Information (BOI) to the Financial Crimes Enforcement Network (FinCEN) under the Corporate Transparency Act (CTA) passed in 2021. This regulation…

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…