Tax & Wealth Planning for Individuals & Families


Personal financial specialists and CPAs managing your wealth and planning for the future.

Historically, wealth was largely passed down from generation to generation. However, today we see wealth created in many ways and an increased need for professional assistance in the management of complex financial affairs for wealthy individuals, corporate executives and families.

The LBMC Wealth Advisors team is comprised of experts in their fields with extensive experience in:

  • Accounting and Tax Services
  • Estate and Trust Matters
  • Executive Compensation Planning
  • Investment Services
  • Philanthropic Issues
  • Insurance and Retirement Planning

Daily Money Manager

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Family Office Services

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Tax Planning and Compliance

Our in-depth experience and expertise in federal, state and local tax regulations has earned the trust of numerous leading companies, as well as affluent families and individuals. Our CPAs conquer complex tax needs every day – often in conjunction with wealth planning services to give you the most beneficial result. You can count on us to provide comprehensive tax representation with the utmost integrity, confidentiality and personal attention for your specific tax need.

  • Federal State and Local Tax Returns
  • Tax Planning
  • Tax Advisory Services

Estate Planning and Wealth Transfer Strategies

When planning the transfer of wealth to successive generations, you need advisors who are adept at the intricacies of federal and state estate and gift tax laws.

Our advisors are experts at uncovering tax-advantaged avenues for clients who wish to pass on more rather than less. We listen to you and weigh the roles of income, gift and estate tax planning to choose vehicles appropriate for you. Our services are comprehensive and coordinated, covering related topics of wills, and trusts of varying kinds. You get the benefit of our in-depth experience and personal service for an estate plan that is arranged and executed to your wishes, and of course, the peace of mind that comes with it.

  • Review of estate plans, including wills, trusts, beneficiary designations, etc.
  • Evaluation and use of various types of trusts
  • Trusts under will
  • Living Trusts
  • Charitable Trusts
  • Asset Protection Trusts
  • Planning for Family Education
  • Recommendations based upon your specific family needs
  • Foundations

Income and Retirement Planning

Comfortable retirement is all in the planning. And that’s exactly what our financial experts do every day.

Our income and retirement plan specialists listen carefully to your needs to determine options that will prove beneficial for you. We’ll help discern the amount of capital required to fund your retirement, probable sources of income in addition to investment earnings, social security possibilities, annuities, and how to plan for unforeseen circumstances.

Our unique integrated approach brings a coordinated effort among departments that are not available through traditional firms or sole solution providers. You can have confidence that our experience and personal service deliver results focus on your goals and your future.

LBMC Wealth Advisors also offer coordinated tax and investment advice with our partners at LBMC Investment Advisors, LLC, as well as family wealth planning, family office services, charitable planning, portfolio implementation, and valuation.