Practical, individual advice based on your needs and goals.
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Professionals and Executives
Understand company-offered compensation benefits. Ensure your finances are on track, now and for retirement.
Develop a strategy for sound business decisions - financial and non-financial - now and in the future.
Retired and High Net Worth Individuals
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- LFL Veritas’s Jesse M. Herschbein, CPA, CGMA, Recognized with the NJCPA Volunteer Award
Congratulations to LFL Veritas’s own Jesse M. Herschbein, CPA, CGMA, on being one of the 29 NJCPA Volunteer Award recipients. Ralph Albert Thomas, CEO and executive director, NJCPA, says, “The Volunteer Award is a great way to say ‘thank you’ Read More
- 5 Things to Know Before You Turn Your Home into a Rental Property
There are a number of reasons to turn a home into a rental property, or investment property, whether it’s your primary residence or a second/vacation home. If you had planned to sell and the housing market is weak, it might Read More
- Have Foreign Bank Accounts? Know the Rules and Tax Implications or Else
It’s common, and perfectly legal, for Americans to have bank accounts in foreign countries. Many Americans are or were citizens of foreign countries and visit those countries often, while others live abroad full-time. They might have a family, own property Read More
- 7 Questions to Ask when Planning Your Exit Strategy
When you mention “exit strategy,” the average business owner hears “cha-ching.” In other words, “my exit strategy is to sell my company for a huge profit.” That may very well be the end result, but it’s not the only exit Read More