Success doesn’t happen by accident. It takes planning and knowing where you are heading as well as the path to get there. It takes calculating and anticipating any roadblocks ahead.   Benjamin Franklin said it best, “If you fail to plan, you […]

For Immediate Release Date: October 8, 2021 LL FINANCIAL SERVICES, LLC IMPLEMENTS AWARD-WINNING SOFTWARE TO QUANTIFY INVESTMENT RISK AND DRIVE CLIENT SUCCESS Westchester County, New York – LL Financial Services, LLC announced it has implemented Riskalyze, the world’s first risk […]

NYS recently passed legislation called the NYS Pass-Through Entity Tax (PTET) which can provide significant tax savings for specific clients. This new legislation will help circumvent the $10,000 SALT deduction cap which was changed in 2017. Details: The new legislation […]

Any year is an important year to strategically start planning for year-end, however this year maybe even more important due to all the pending legislation currently in Congress (see summary below highlighting some of the many changes). Please contact us […]