Featured Articles
- Second Quarter 2010 Investment Thoughts By Lyle Benson, July 2010 - Lyle gives his thoughts on the performance of the investment markets in the second quarter and what it means for investors.
- Handling Market Volatilty By Forefield Advisor July 2010 - Some thoughts on how clients can handle the high volatility we have seen in the markets this year.
- 11 Ways to Stay Sane in a Crazy Market By Forefield Advisor July 2010 - Forefield gives 11 recommendations for investors who are trying to keep their calm as they watch the markets go up and down.
Recent Tax News
- Tax Legislation - Just Make a Decision! By Rosemary Parkinson, July 2010 - Rosemary discusses the tax legislation currently facing Congress and what might happen (or not happen).
- Homebuyer Credit Closing Deadline Extended By Chris Benson, July 2010 - Chris gives a brief update on the extension granted to First Time Homebuyers.
Newsletters
- Roth IRA's - To convert or not to convert: that is the question By Lyle Benson, May 2010 - Starting in 2010 the income limits for Roth IRA conversions were lifted opening up a planning opportunity for many people.
Videos
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Mid-Year Tax Considerations - This is a short video presentation prepared by Forefield Advisor that discusses the opportunity for 2010 Roth Conversions and summarizes the uncertainty in the current tax environment.
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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.