Our Culture Hiring with Handshake – How Tech is Helping Us Become More Inclusive Lindsay & Brownell has always prided itself on hiring good people -- people with the…Chloe BairdOctober 11, 2022
Our Culture Our Partnership with Cristo Rey High School At L&B, our roots go deep in community engagement. Since our founding, we’ve had a…Chloe BairdJune 16, 2022
Our Culture Wellness @ L&B Wellness @ L&B: How we provide mental health support during Mental Health Awareness Month &…Chloe BairdMay 16, 2022
Our Culture Starting with Reflection – Our Journey to Becoming More Inclusive How can L&B do what is right by our employees, our clients, and our society?…Chloe BairdApril 1, 2022
Accounting & Audit CARES Act PPP Loan Forgiveness On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act authorized $349…Amanda DuffDecember 17, 2020
Estates & Trusts Tax Planning for Trusts and Estates As 2020 comes to a close, it is important to consider estate and gift tax…Amanda DuffDecember 17, 2020
Non-Profit Organizations New Excise Tax for Private Foundations In this article, we will provide an overview of the annual minimum distribution requirements and…Amanda DuffDecember 17, 2020
COVID-19 Updates Technical Update 6/25/2020 – 5 Things PPP Borrowers Need to Do Now! For small and midsize businesses struggling because of the coronavirus, the Paycheck Protection Program (PPP),…Amanda DuffJune 25, 2020
COVID-19 Updates Technical Update 5/13/2020 We are writing to update you on an important technical update with respect to the…Amanda DuffMay 13, 2020
COVID-19 Updates Technical Update 5/12/2020 We are writing to update you on some important technical considerations with respect to the…Amanda DuffMay 12, 2020
Accounting & Audit CARES Act PPP Loan Forgiveness On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act authorized $349…Amanda DuffDecember 17, 2020
Accounting & Audit Preparing Your Organization for a Financial Statement Audit While an approaching audit can be intimidating, proper planning can make for a smooth and…Amanda DuffMarch 10, 2020
Accounting & Audit Business Advisory Services: Budgeting and Forecasting Budgeting and forecasting are tools that assist us in meeting our financial goals. Companies can…Amanda DuffDecember 10, 2019
Accounting & Audit Advisory Services: Improving Internal Control Processes Internal controls play an essential role in the operations of an entity and in preventing…Amanda DuffNovember 7, 2019
Accounting & Audit Implementation of ASUs: Leases and Revenue Recognition Understanding the effects of Accounting Standard Updates (“ASUs”) on your organization can be a daunting…Amanda DuffOctober 2, 2019
Accounting & Audit Making the Right Choice For Your Business: QuickBooks Desktop vs Online Many new businesses often find themselves asking which version of QuickBooks is right for them…Amanda DuffSeptember 4, 2019
Closely Held Businesses What companies with retirement plans must do to comply with the SECURE Act On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act)…Amanda DuffFebruary 6, 2020
Closely Held Businesses Employee vs. Contractor – California Requirements Welcome to a new year and new decade! With the turning of the year comes…Amanda DuffJanuary 13, 2020
Closely Held Businesses 2019 Year-End Planning For Businesses It's that time of year again! Time to execute on planning opportunities these final weeks…Amanda DuffDecember 9, 2019
Closely Held Businesses Check Out These Improvements! New Rules For Deducting The Costs of Business Property. The 2017 Tax Cuts and Jobs Act enhanced federal tax deductions for the purchase or…Amanda DuffNovember 7, 2019
Closely Held Businesses Business owners: Want to deduct 20% of company income? Do you own a business organized as an LLC, sole proprietorship, partnership, S corporation, or…Amanda DuffOctober 2, 2019
Closely Held Businesses Does California Conform or Not? While everyone is talking about the changes to federal tax law, what about California? California…Amanda DuffSeptember 4, 2019
COVID-19 Updates Technical Update 6/25/2020 – 5 Things PPP Borrowers Need to Do Now! For small and midsize businesses struggling because of the coronavirus, the Paycheck Protection Program (PPP),…Amanda DuffJune 25, 2020
COVID-19 Updates Technical Update 5/13/2020 We are writing to update you on an important technical update with respect to the…Amanda DuffMay 13, 2020
COVID-19 Updates Technical Update 5/12/2020 We are writing to update you on some important technical considerations with respect to the…Amanda DuffMay 12, 2020
COVID-19 Updates Operations Update 4/15/2020 We are writing to update you on the actions Lindsay & Brownell is taking with…Amanda DuffApril 15, 2020
COVID-19 Updates Tax Update 4/10/2020 Property Tax Payments Today is the due date for the second installment of your 2019…Amanda DuffApril 10, 2020
COVID-19 Updates CARES Act Update 3/30/2020 On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief and Economic…Amanda DuffMarch 30, 2020
Estates & Trusts Tax Planning for Trusts and Estates As 2020 comes to a close, it is important to consider estate and gift tax…Amanda DuffDecember 17, 2020
Estates & Trusts A Potential Tax Break for Your Inherited IRA Inherited IRAs can come with a large tax burden – so large that the value…Amanda DuffMarch 10, 2020
Estates & Trusts Why Does Title Matter? Our assets are very important to us, but have you thought about how your assets…Amanda DuffJanuary 13, 2020
Estates & Trusts 2019 Year End Planning for Trusts & Estates As we are wrapping up the 2019 year, we want to think about things we…Amanda DuffDecember 9, 2019
Estates & Trusts Beware of the Interest-Free Loan Did you know that interest-free loans of money to your friends and family can be…Amanda DuffOctober 2, 2019
Estates & Trusts Is Cash the Best Gift? Are you considering making gifts to loved ones or charities? Before you pull out cash…Amanda DuffSeptember 4, 2019
Individuals Lower Your Tax Bill with One of the Most Overlooked Deductions While not impossible, taxpayers may find it difficult to receive a tax benefit from unreimbursed…Amanda DuffJanuary 13, 2020
Individuals More Opportunity in Opportunity Zones The tax incentives of investing in an Opportunity Zone were introduced by the Tax Cuts…Amanda DuffJanuary 13, 2020
Individuals Year-End Tax Planning The end of the year is approaching fast and that means it is time to…Amanda DuffDecember 9, 2019
Individuals Spousal IRA An individual retirement account (IRA) provides an excellent opportunity to invest for the future. There…Amanda DuffNovember 7, 2019
Individuals Materially Participate to Avoid being a PAL to the IRS Large losses may not be considered deductible in the current year, depending on if the…Amanda DuffOctober 3, 2019
Individuals Are You Subject to AMT Under the New Tax Law? The Tax Cuts and Jobs Act of 2017 made many changes to the individual tax…Amanda DuffJuly 23, 2019
International “Fall” Back for Daylight Savings, “Spring” Ahead for Tax Reform The Holiday season has arrived! It’s that time of year where the air is crisp,…Amanda DuffDecember 12, 2018
International Trick or Treat(ies): Navigating Taxation Between Various Countries In a globalized society, it might make sense to diversify investment portfolios with foreign holdings.…Amanda DuffOctober 30, 2018
Closely Held BusinessesIndividualsInternational Earning Income Without Paying Taxes. What? Ever heard of the foreign earned income exclusion? If you work abroad, or are planning…Amanda DuffNovember 17, 2017
International Tax Profile: Australia Individual Tax Australian residents are taxed on their worldwide income from all sources. Foreign residents,…Amanda DuffMay 20, 2015
International Tax Profile: France Introduction France is an attractive place for investors, it ranks among the top countries in…Amanda DuffApril 24, 2015
International Tax Profile: Mexico Introduction Mexico passed a tax reform law that took effect on January 1, 2014. There…Amanda DuffMarch 18, 2015
Non-Profit Organizations New Excise Tax for Private Foundations In this article, we will provide an overview of the annual minimum distribution requirements and…Amanda DuffDecember 17, 2020
Non-Profit Organizations IRS Updates for Tax Exempt Organizations Recent legislation resulted in a repeal of the "parking tax" and simplified the excise tax…Amanda DuffFebruary 6, 2020
Non-Profit Organizations A Hole in One for Professional Sports Organizations Since 1942, professional sports organizations have been able to elect tax-exempt status as 501(c)(6) nonprofit…Amanda DuffFebruary 6, 2020
Non-Profit Organizations Even Private Foundations Have Year-End Planning to Do Do you know if your private foundation made its required charitable distributions this year? Does…Amanda DuffDecember 10, 2019
Non-Profit Organizations Revenue Recognition Changes: Standardizing Can be a Good Thing The new revenue recognition standard for contracts with customers, ASC 606, is now in effect…Amanda DuffNovember 7, 2019
Non-Profit Organizations Donation-Based Crowdfunding Have you ever made donations to a charity online? Did you use a crowdfunding website,…Amanda DuffSeptember 4, 2019
Our Culture Hiring with Handshake – How Tech is Helping Us Become More Inclusive Lindsay & Brownell has always prided itself on hiring good people -- people with the…Chloe BairdOctober 11, 2022
Our Culture Our Partnership with Cristo Rey High School At L&B, our roots go deep in community engagement. Since our founding, we’ve had a…Chloe BairdJune 16, 2022
Our Culture Wellness @ L&B Wellness @ L&B: How we provide mental health support during Mental Health Awareness Month &…Chloe BairdMay 16, 2022
Our Culture Starting with Reflection – Our Journey to Becoming More Inclusive How can L&B do what is right by our employees, our clients, and our society?…Chloe BairdApril 1, 2022