LGM & Co.

09/03/2026

Every year, legitimate tax strategies and savings are left on the table simply because people react instead of plan. But here is the truth: 𝗬𝗼𝘂 𝗮𝗿𝗲 𝘁𝗵𝗲 𝘁𝗮𝗯𝗹𝗲 𝘄𝗵𝗲𝗿𝗲 𝗲𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝗲𝗮𝘁𝘀. 🍽️

Ignorance is not a strategy. And leaving your family’s financial security exposed due to poor planning isn't just stressful, it's avoidable. 🛑

Your family, your business, and your future depend on the financial foundation you set today.

𝗪𝗵𝗲𝗻 𝘁𝗮𝘅 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗶𝘀 𝗮𝗻 𝗮𝗳𝘁𝗲𝗿𝘁𝗵𝗼𝘂𝗴𝗵𝘁:

You miss legal incentives built into the code to keep more of what you earn.

You elevate risk through last minute guesswork, increasing audit stress.

You slow your wealth momentum by surrendering capital that should be feeding your own legacy.

Proactive tax planning isn't an option, it is a core pillar of a solid financial strategy that protects everyone counting on you.

💡 𝗧𝗵𝗲 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆: 𝗦𝘁𝗼𝗽 𝗹𝗲𝗮𝘃𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗺𝗼𝗻𝗲𝘆 𝗼𝗻 𝘁𝗵𝗲 𝘁𝗮𝗯𝗹𝗲. 𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝘁𝗵𝗲 𝘁𝗮𝗯𝗹𝗲 𝘆𝗼𝘂 𝗯𝘂𝗶𝗹𝘁.

Ready to take control and build a proactive plan? Book a strategy call here
https://link.lorigmartin.com/sp/2f28accc8c6

Drop a comment below or send a direct message to connect! 👇
𝗗𝗶𝘀𝗰𝗹𝗼𝘀𝘂𝗿𝗲𝘀 & 𝗗𝗶𝘀𝗰𝗹𝗮𝗶𝗺𝗲𝗿𝘀:
L𝗚𝗠 & 𝗖𝗼. 𝗽𝗿𝗼𝘃𝗶𝗱𝗲𝘀 𝘁𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗮𝗻𝗱 𝗽𝗿𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀. 𝗪𝗲𝗮𝗹𝘁𝗵 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘆 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗮𝗿𝗲 𝗼𝗳𝗳𝗲𝗿𝗲𝗱 𝘀𝗲𝗽𝗮𝗿𝗮𝘁𝗲𝗹𝘆 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗱𝘂𝗹𝘆 𝗹𝗶𝗰𝗲𝗻𝘀𝗲𝗱 𝗮𝗻𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿𝗲𝗱 𝗲𝗻𝘁𝗶𝘁𝗶𝗲𝘀. 𝗧𝗵𝗶𝘀 𝗽𝗿𝗼𝗳𝗶𝗹𝗲 𝗶𝘀 𝗳𝗼𝗿 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗮𝗻𝗱 𝗶𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗽𝘂𝗿𝗽𝗼𝘀𝗲𝘀 𝗼𝗻𝗹𝘆 𝗮𝗻𝗱 𝗱𝗼𝗲𝘀 𝗻𝗼𝘁 𝗰𝗼𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗲 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗲𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁, 𝗹𝗲𝗴𝗮𝗹, 𝗼𝗿 𝘁𝗮𝘅 𝗮𝗱𝘃𝗶𝗰𝗲, 𝗻𝗼𝗿 𝗮 𝗴𝘂𝗮𝗿𝗮𝗻𝘁𝗲𝗲 𝗼𝗳 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗼𝘂𝘁𝗰𝗼𝗺𝗲𝘀 𝗼𝗿 𝘁𝗮𝘅 𝘀𝗮𝘃𝗶𝗻𝗴𝘀.

09/02/2026

I 💕 speaking and presenting at Financial/Wealth seminars, webinars, events, and workshops. Here is another successful AKA event “Wills & Wishes: Bequeathing a Secured Bag”. October is booked with two upcoming events but November and December are open. BOOK ME here: https://link.lorigmartin.com/widget/bookings/wealthchat

08/31/2026

𝗧𝗮𝘅 𝘀𝗲𝗮𝘀𝗼𝗻 𝗶𝘀𝗻’𝘁 𝗷𝘂𝘀𝘁 𝗮𝗯𝗼𝘂𝘁 𝗳𝗶𝗹𝗶𝗻𝗴 𝗽𝗮𝗽𝗲𝗿𝘄𝗼𝗿𝗸, 𝗶𝘁’𝘀 𝗼𝗳𝘁𝗲𝗻 𝘄𝗵𝗲𝗿𝗲 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁 𝘄𝗲𝗮𝗹𝘁𝗵 𝗹𝗲𝗮𝗸𝘀 𝗼𝗰𝗰𝘂𝗿.

𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗦𝗲𝗮𝘀𝗼𝗻 𝗶𝘀 𝗼𝗳𝗳𝗶𝗰𝗶𝗮𝗹𝗹𝘆 𝗵𝗲𝗿𝗲 (𝗝𝘂𝗹𝘆 𝟭 – 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟯𝟭). Once December 31 passes, your options to impact your 2026 tax positioning become severely limited. After that, it is what it is regarding what could have taken place.

If your strategy starts and ends with getting a refund in April, you may be missing the bigger picture. 𝗖𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝘁𝗮𝘅 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝘄𝗲𝗮𝗹𝘁𝗵 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘄𝗼𝗿𝗸 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿: 𝗮𝗱𝗱𝗿𝗲𝘀𝘀𝗶𝗻𝗴 𝗼𝗻𝗲 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘁𝗵𝗲 𝗼𝘁𝗵𝗲𝗿 𝗰𝗮𝗻 𝗹𝗶𝗺𝗶𝘁 𝘆𝗼𝘂𝗿 𝗼𝘃𝗲𝗿𝗮𝗹𝗹 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹.

Reviewing an individual tax return offers valuable insights. Your Form 1040 is more than just a summary of taxes paid, it can serve as a detailed map for identifying potential inefficiencies and discovering opportunities to better align your tax strategy with your broader financial goals before the end of year deadline.

𝗗𝗶𝘀𝗰𝗹𝗼𝘀𝘂𝗿𝗲: 𝗙𝗼𝗿 𝗶𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗮𝗻𝗱 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗽𝘂𝗿𝗽𝗼𝘀𝗲𝘀 𝗼𝗻𝗹𝘆. 𝗧𝗮𝘅 𝗹𝗮𝘄𝘀 𝗮𝗿𝗲 𝘀𝘂𝗯𝗷𝗲𝗰𝘁 𝘁𝗼 𝗰𝗵𝗮𝗻𝗴𝗲 𝗮𝗻𝗱 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝗱𝗲𝗽𝗲𝗻𝗱 𝗼𝗻 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹 𝗰𝗶𝗿𝗰𝘂𝗺𝘀𝘁𝗮𝗻𝗰𝗲𝘀. 𝗣𝗹𝗲𝗮𝘀𝗲 𝗰𝗼𝗻𝘀𝘂𝗹𝘁 𝗮 𝗾𝘂𝗮𝗹𝗶𝗳𝗶𝗲𝗱 𝘁𝗮𝘅 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗮𝗻𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿 𝗿𝗲𝗴𝗮𝗿𝗱𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝘀𝗶𝘁𝘂𝗮𝘁𝗶𝗼𝗻 𝗯𝗲𝗳𝗼𝗿𝗲 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗶𝗻𝗴 𝗮𝗻𝘆 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆.

08/28/2026

𝗬𝗼𝘂 𝗽𝗹𝗮𝗻 𝘆𝗼𝘂𝗿 𝘃𝗮𝗰𝗮𝘁𝗶𝗼𝗻𝘀, 𝘄𝗼𝗿𝗸𝗼𝘂𝘁𝘀, 𝗮𝗻𝗱 𝘄𝗲𝗲𝗸𝗲𝗻𝗱 𝗱𝗶𝗻𝗻𝗲𝗿 𝗺𝗲𝗻𝘂𝘀 𝗱𝗼𝘄𝗻 𝘁𝗼 𝘁𝗵𝗲 𝗵𝗼𝘂𝗿.
But when it comes to your tax and financial plan… 𝗶𝘀 𝗶𝘁 𝗺𝗼𝘀𝘁𝗹𝘆 𝗴𝘂𝗲𝘀𝘀𝘄𝗼𝗿𝗸 𝗮𝗻𝗱 𝗹𝗮𝘀𝘁 𝗺𝗶𝗻𝘂𝘁𝗲 𝘀𝗰𝗿𝗮𝗺𝗯𝗹𝗶𝗻𝗴? ✈️🍽️🏋️♂️

The only thing worse than an unexpected tax season surprise is realizing how many legitimate deductions and credits you left on the table simply because no one planned ahead.

𝗔𝘂𝗱𝗶𝘁 𝗦𝘁𝗿𝗲𝘀𝘀 𝘃𝘀. 𝗧𝗮𝘅 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆:

𝗔𝘂𝗱𝗶𝘁 𝗦𝘁𝗿𝗲𝘀𝘀 comes from reactive, last minute filing. Crossing your fingers and hoping you got it right while fearing an unexpected bill or notice.

𝗧𝗮𝘅 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 is proactive, legal 𝘢𝘭𝘪𝘨𝘯𝘮𝘦𝘯𝘵. It means structuring your assets and business choices throughout the year so you don't overpay.

📌When you transition from panic to strategy, you reduce uncertainty and you might just 𝘥𝘪𝘴𝘤𝘰𝘷𝘦𝘳 𝘦𝘹𝘵𝘳𝘢 𝘳𝘦𝘴𝘰𝘶𝘳𝘤𝘦𝘴 to help fund life, fuel your goals, and create more lasting memories with the people who matter most.

💡 𝗧𝗵𝗲 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆: Don't leave your financial future to chance. Plan your tax strategy with the same intention you bring to the rest of your life.

Ready to trade tax stress for a structured strategy this quarter?
Drop a comment below
BOOK A CALL HERE: https://link.lorigmartin.com/sp/2f28accc8c6
or send a direct message to start the conversation! 👇

𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 & 𝗜𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗗𝗶𝘀𝗰𝗹𝗼𝘀𝘂𝗿𝗲:𝗧𝗵𝗶𝘀 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗶𝘀 𝗳𝗼𝗿 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗽𝘂𝗿𝗽𝗼𝘀𝗲𝘀 𝗼𝗻𝗹𝘆 𝗮𝗻𝗱 𝗱𝗼𝗲𝘀 𝗻𝗼𝘁 𝗰𝗼𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗲 𝗳𝗼𝗿𝗺𝗮𝗹 𝘁𝗮𝘅, 𝗹𝗲𝗴𝗮𝗹, 𝗼𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝗱𝘃𝗶𝗰𝗲. 𝗧𝗮𝘅 𝗹𝗮𝘄𝘀 𝘃𝗮𝗿𝘆 𝗯𝗮𝘀𝗲𝗱 𝗼𝗻 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹 𝗰𝗶𝗿𝗰𝘂𝗺𝘀𝘁𝗮𝗻𝗰𝗲𝘀. 𝗖𝗼𝗻𝘀𝘂𝗹𝘁 𝗮 𝗾𝘂𝗮𝗹𝗶𝗳𝗶𝗲𝗱 𝘁𝗮𝘅 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗼𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿 𝗿𝗲𝗴𝗮𝗿𝗱𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝘀𝗶𝘁𝘂𝗮𝘁𝗶𝗼𝗻.

08/26/2026

𝗣𝗮𝘆𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗳𝗮𝗶𝗿 𝘀𝗵𝗮𝗿𝗲 𝗼𝗳 𝘁𝗮𝘅𝗲𝘀 𝗶𝘀 𝗮 𝗰𝗶𝘃𝗶𝗰 𝗱𝘂𝘁𝘆.
𝗣𝗮𝘆𝗶𝗻𝗴 𝗮 𝘀𝗶𝗻𝗴𝗹𝗲 𝗽𝗲𝗻𝗻𝘆 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝗱?
𝗧𝗵𝗮𝘁’𝘀 𝗷𝘂𝘀𝘁 𝗮 𝗻𝗼𝗻-𝗱𝗲𝗱𝘂𝗰𝘁𝗶𝗯𝗹𝗲 𝗱𝗼𝗻𝗮𝘁𝗶𝗼𝗻 𝘁𝗼 𝘁𝗵𝗲 𝗧𝗿𝗲𝗮𝘀𝘂𝗿𝘆! 😅 🏦

𝗘𝗻𝘁𝗲𝗿 𝗙𝗮𝗶𝗿 𝗦𝗵𝗮𝗿𝗲 𝗙𝗼𝗰𝘂𝘀: the noble art of legally minimizing what you owe using the actual tax code.

𝗙𝘂𝗻 𝗳𝗮𝗰𝘁: Legendary Supreme Court decisions (𝘮𝘰𝘴𝘵 𝘯𝘰𝘵𝘢𝘣𝘭𝘺 𝘑𝘶𝘥𝘨𝘦 𝘓𝘦𝘢𝘳𝘯𝘦𝘥 𝘏𝘢𝘯𝘥'𝘴 𝘳𝘶𝘭𝘪𝘯𝘨 𝘪𝘯 𝘊𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯𝘦𝘳 𝘷. 𝘕𝘦𝘸𝘮𝘢𝘯) established that there is not even a patriotic duty to pay more than the law requires.

Overpaying taxes doesn't get your name on a park bench or a gold star from the IRS. It just means you skipped out on compounding that money for your own future!

Exploring legitimate deductions, Tax-managed accounts, Tax-advantaged accounts, and strategic credits isn't "dodging" taxes, it's following the rules written into the system to help you retain capital for your business, family, and long-term goals.

💡 𝗧𝗵𝗲 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆: Know the rules, keep what’s yours, and leave the extra charitable giving to causes you actually choose!

𝗕𝗼𝗼𝗸 𝘆𝗼𝘂𝗿 𝗧𝗮𝘅 𝗖𝗵𝗮𝘁 𝗛𝗲𝗿𝗲
https://link.lorigmartin.com/sp/2f28accc8c6
𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 & 𝗜𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗗𝗶𝘀𝗰𝗹𝗼𝘀𝘂𝗿𝗲:𝗧𝗵𝗶𝘀 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗶𝘀 𝗳𝗼𝗿 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗽𝘂𝗿𝗽𝗼𝘀𝗲𝘀 𝗼𝗻𝗹𝘆 𝗮𝗻𝗱 𝗱𝗼𝗲𝘀 𝗻𝗼𝘁 𝗰𝗼𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗲 𝗳𝗼𝗿𝗺𝗮𝗹 𝘁𝗮𝘅, 𝗹𝗲𝗴𝗮𝗹, 𝗼𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝗱𝘃𝗶𝗰𝗲. 𝗧𝗮𝘅 𝗹𝗮𝘄𝘀 𝘃𝗮𝗿𝘆 𝗯𝗮𝘀𝗲𝗱 𝗼𝗻 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹 𝗰𝗶𝗿𝗰𝘂𝗺𝘀𝘁𝗮𝗻𝗰𝗲𝘀. 𝗖𝗼𝗻𝘀𝘂𝗹𝘁 𝗮 𝗾𝘂𝗮𝗹𝗶𝗳𝗶𝗲𝗱 𝘁𝗮𝘅 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗼𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿 𝗿𝗲𝗴𝗮𝗿𝗱𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝘀𝗶𝘁𝘂𝗮𝘁𝗶𝗼𝗻.

08/20/2026

Shift your mindset from "scramble" to "strategy." 🎁

Let's not view 𝘁𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗮𝘀 𝗮 𝗰𝗵𝗼𝗿𝗲. View it as exploring legitimate, strategic ways to gift your future self.

While tax preparation looks backward at what you’ve already spent, proactive tax planning looks ahead 𝗵𝗲𝗹𝗽𝗶𝗻𝗴 𝘆𝗼𝘂 𝗸𝗲𝗲𝗽 𝗺𝗼𝗿𝗲 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗵𝗮𝗿𝗱-𝗲𝗮𝗿𝗻𝗲𝗱 𝗶𝗻𝗰𝗼𝗺𝗲 𝗮𝗹𝗶𝗴𝗻𝗲𝗱 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂𝗿 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗴𝗼𝗮𝗹𝘀.

Are you taking advantage of forward-looking tax strategies before year-end, or just waiting for filing season? 💡
📩 Send a direct message or 𝗕𝗢𝗢𝗞 𝗡𝗢𝗪 https://link.lorigmartin.com/sp/2f28accc8c6

𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 & 𝗜𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗗𝗶𝘀𝗰𝗹𝗼𝘀𝘂𝗿𝗲:𝗧𝗵𝗶𝘀 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗶𝘀 𝗳𝗼𝗿 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗽𝘂𝗿𝗽𝗼𝘀𝗲𝘀 𝗼𝗻𝗹𝘆 𝗮𝗻𝗱 𝗱𝗼𝗲𝘀 𝗻𝗼𝘁 𝗰𝗼𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗲 𝗳𝗼𝗿𝗺𝗮𝗹 𝘁𝗮𝘅, 𝗹𝗲𝗴𝗮𝗹, 𝗼𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝗱𝘃𝗶𝗰𝗲. 𝗧𝗮𝘅 𝗹𝗮𝘄𝘀 𝘃𝗮𝗿𝘆 𝗯𝗮𝘀𝗲𝗱 𝗼𝗻 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹 𝗰𝗶𝗿𝗰𝘂𝗺𝘀𝘁𝗮𝗻𝗰𝗲𝘀. 𝗖𝗼𝗻𝘀𝘂𝗹𝘁 𝗮 𝗾𝘂𝗮𝗹𝗶𝗳𝗶𝗲𝗱 𝘁𝗮𝘅 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗼𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿 𝗿𝗲𝗴𝗮𝗿𝗱𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝘀𝗶𝘁𝘂𝗮𝘁𝗶𝗼𝗻.

08/19/2026

𝗟𝗚𝗠 & 𝗖𝗼. - 𝗬𝗼𝘂𝗿 𝗟𝗼𝗰𝗮𝗹 𝗧𝗮𝘅 & 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗳𝗶𝗿𝗺

For 10+ years, LGM & Co. has helped professionals, business owners, and families build smarter financial strategies.

We bring a true dual perspective to your financial strategy: 𝗰𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝘁𝗮𝘅 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗰𝗼𝗺𝗯𝗶𝗻𝗲𝗱 𝘄𝗶𝘁𝗵 𝗱𝘂𝗹𝘆 𝗹𝗶𝗰𝗲𝗻𝘀𝗲𝗱 𝘄𝗲𝗮𝗹𝘁𝗵 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗹𝗲𝗱 𝗯𝘆 𝗼𝘂𝗿 𝗖𝗘𝗢. We don't just look at what you owed last year but we help you plan for where you're 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝗻𝗲𝘅𝘁.

📍 Serving our local community & beyond

💬 𝗗𝗠 𝘂𝘀 𝗼𝗿 𝗕𝗢𝗢𝗞 𝗛𝗘𝗥𝗘 https://link.lorigmartin.com/sp/2f28accc8c6
to schedule a strategic consultation.

𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 & 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗡𝗼𝘁𝗶𝗰𝗲:
LGM & Co. provides tax planning and preparation services. Wealth management and investment advisory services are offered separately through duly licensed and registered entities. This profile is for educational and informational purposes only and does not constitute personalized investment, legal, or tax advice, nor a guarantee of financial outcomes or tax savings. Check background history on FINRA’s BrokerCheck.

08/18/2026

𝗥𝗲𝗮𝗹 𝘁𝗮𝘅 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗱𝗼𝗲𝘀𝗻'𝘁 𝗵𝗮𝗽𝗽𝗲𝗻 𝗱𝘂𝗿𝗶𝗻𝗴 𝗳𝗶𝗹𝗶𝗻𝗴 𝘀𝗲𝗮𝘀𝗼𝗻, 𝗶𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝘀 𝗿𝗶𝗴𝗵𝘁 𝗻𝗼𝘄. 🗓️

Most people view taxes as a once a year scramble every spring. But there’s a major difference between Tax Preparation and Tax Planning:
𝗧𝗮𝘅 𝗣𝗿𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝗿𝗲𝗮𝗰𝘁𝗶𝘃𝗲. It looks backward at the past year to report what already happened.

𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀 𝗽𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲. It looks forward to strategically position your finances before the year ends.

𝗧𝗵𝗮𝘁’𝘀 𝘄𝗵𝘆 𝗝𝘂𝗹𝘆 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝗶𝘀 𝗼𝗳𝗳𝗶𝗰𝗶𝗮𝗹𝗹𝘆 𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗦𝗲𝗮𝘀𝗼𝗻.

Just recently, I brought on three new tax planning clients whose previous filing process overlooked multiple allowable deductions simply because no one was looking at the bigger, forward-looking financial picture during the year.

Once December 31st passes, most tax-saving opportunities for the year close right along with it. Don't wait for filing season to ask what you could have saved.

𝗔𝗿𝗲 𝘆𝗼𝘂 𝗹𝗲𝗮𝘃𝗶𝗻𝗴 𝗺𝗼𝗻𝗲𝘆 𝗼𝗻 𝘁𝗵𝗲 𝘁𝗮𝗯𝗹𝗲, 𝗼𝗿 𝗶𝘀 𝘆𝗼𝘂𝗿 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝘆𝗼𝘂 𝘆𝗲𝗮𝗿-𝗿𝗼𝘂𝗻𝗱?
📩 Send a direct message. Let’s review your current positioning before year-end!

𝗗𝗶𝘀𝗰𝗹𝗼𝘀𝘂𝗿𝗲: This post is for educational and informational purposes only and does not constitute formal tax, legal, or investment advice. Individual results and allowable deductions vary based on specific financial situations, income levels, and applicable tax laws. Past performance or client experiences do not guarantee future outcomes. Consult a qualified CPA, tax professional, or financial advisor regarding your specific situation prior to implementing any tax or financial strategy.

08/18/2026