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Access to our personal portal is reserved for clients who have requested our portal services. This is a secure extension of our website designed to allow better, more convenient communication exchange, including documents and services. If you would like to learn more about this service, please contact us.
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Financial Sense Blog

LEGISLATION NEWS: Senate Passes Tax Increase Prevention Act of 2014

On Tuesday, December 16,2014 the Senate passed a bill to retroactively extend more than 50 expired tax provisions through 2014. The Tax Increase Prevention Act of 2014 was passed by a vote of 76-16. What does this mean for you?
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Why you should make annual exclusion gifts before year end

The 2014 gift tax annual exclusion allows you to give up to $14,000 per recipient tax-free without using up any of your lifetime gift tax exemption. If you and your spouse “split” the gift, you can give $28,000 per recipient.
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2015 Cybersecurity Resolutions

Security breaches were front and center this year, including those that happened at high-profile brands such as Home Depot, AT&T, JP Morgan, eBay and P.F. Chang’s.
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Basic Instincts: Do Your Employees Have “The Nine?” for Fast Growth?

What kind of employees do you need to hire to grow a company? You can train and hire for skills, shaping the team personality, however, what you can’t train, shape or change are your employees’ primal basic work instincts: how they will first respond and react to all the dynamics in a fast growth company.
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Our Angle on Service

At Lewis & Knopf, we feel there are three elements of service that are essential to our clients’ SUCCESS and SATISFACTION—quality, timeliness and affordability. Most large firms can only deliver on two sides of the service triangle—we take pride in the fact that we can fulfill all three.
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