Featured Articles

• Top Issues to Address on Your Personal Finances in 2012 By Lyle Benson, January 2012 - Now is a good time to review your personal finances to see where you stand after 2011 and to look forward to 2012.
• Organizing Tax Information By Rosemary Parkinson, January 2012 - With your tax documents starting to fill up your mailbox, you could probably use some tips on organizing all that information.
• Planning with the New Cost Basis Reporting Rules By Chris Benson, January 2012 - The new cost basis reporting rules will require you to make an important decision before selling shares of stock or mutual funds in the future.
• Upcoming Tax Law Changes By Forefield Advisor, January 2012 - While we don't know what will happen after the election later this year, we do know that the current law has many tax provisions expiring at the end of 2012.  This video explains what is currently set to happen beginning in 2013.

Survey

• Your feedback is incredibly important to us.  Please take a couple minutes to fill out this quick survey about our website.  You can also download a copy here and mail it to us.   

 ♦ ♦ ♦ ♦ ♦ ♦

LK Benson & Company is a CPA Financial Planning firm whose primary objective is helping our clients address planning opportunities and reach their financial goals. Our clients are typically high net worth individuals and families and we often address multi-generational issues. We provide advice that is objective and independent as we work with and coordinate the services of other advisors. Proactive and personal relationships with clients drive the firm. The staff at LK Benson & Company is critical to providing these services.  They are given the opportunity to grow professionally while providing the flexibility to lead a balanced life. We work as a team to ensure that all of our clients' needs are met in a timely fashion.