Comprehensive tax strategies for retirees
LS Tax LLC was established with a vision to serve our client’s needs with a holistic approach to long-term tax planning. Our firm offers superior client services and consulting to individuals, professionals and small/mid-size businesses in:
Roth IRA conversion
Discussing ways to leverage qualified assets to your beneficiaries
Strategize which tax category to draw income from first to potentially reduce tax burden
Strategizing ways to include tax deferred tax deferred or tax-free money in your plan
Possible IRA planning
Assess the taxable nature of your current holdings
Maximize your estate and income tax planning opportunities, Protect any assets in trusts and ensure they are distributed to your beneficiaries probate free Prevent your IRAs and qualified accounts from becoming fully taxable to your beneficiaries upon your death.
We work collaboratively with qualified estate planning attorneys to make sure your assets are passed to your beneficiaries in a tax efficient manner. Our tax services help ensure that your legacy plan is executed with minimal disruption for your heirs.
Laura H. Stover
Founder LS Tax LLC
Founder of LS Wealth Management LLC℠, Laura is also a founding member of LS Tax LLC. With close to 20 years of experience in working with high-net-worth clients across the country, Laura has become a well-known financial go-to resource for national media outlets. She attended Huntington University and Northwest State for business management and received certification in executive leadership with a focus on entrepreneurship from the prestigious Wharton School of Business at the University of Pennsylvania. Learn More
Allen Hargis, a Certified Public Accountant (CPA), Registered Income Consultant Professional (RICP)®, brings more than three decades of tax, income, and wealth accumulation experience to the team. As a retired Colonel of the Arkansas National Guard having served 36 years and leading a battalion of 700+ soldiers in the Iraqi War, Allen brings a calm demeanor and laser-focused discipline to the team.
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