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LGM & Co., 14359 Miramar Parkway #248, Miramar, FL (2026)

09/27/2026

South Florida SOUL RODEO 2026

09/18/2026

Evolving and Expanding G-mode📌

09/09/2026

𝗙𝘂𝗻 𝗳𝗮𝗰𝘁: 𝗧𝗵𝗲 𝗜𝗥𝗦 𝘁𝗮𝘅 𝗰𝗼𝗱𝗲 𝗱𝗼𝗲𝘀 𝗻𝗼𝘁 𝗵𝗮𝘃𝗲 𝗮 𝗹𝗶𝗻𝗲 𝗶𝘁𝗲𝗺 𝗳𝗼𝗿 "𝗜 𝗱𝗶𝗱𝗻’𝘁 𝗸𝗻𝗼𝘄." 😅 📝
Whether you’re in your 30's building momentum, your 40's scaling your income, or your 50's locking in your retirement countdown, 𝗧𝗵𝗲 𝗞𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 𝗚𝗮𝗽 𝗰𝗮𝗻 𝗯𝗲 𝗮 𝗰𝗼𝘀𝘁𝗹𝘆 𝗺𝗶𝘀𝘁𝗮𝗸𝗲.

𝗥𝗲𝗹𝘆𝗶𝗻𝗴 𝗼𝗻 𝗼𝘂𝘁𝗱𝗮𝘁𝗲𝗱 𝗮𝗱𝘃𝗶𝗰𝗲, 𝗾𝘂𝗶𝗰𝗸 𝗶𝗻𝘁𝗲𝗿𝗻𝗲𝘁 𝘀𝗲𝗮𝗿𝗰𝗵𝗲𝘀, 𝗼𝗿 𝗹𝗮𝘀𝘁 𝗺𝗶𝗻𝘂𝘁𝗲 𝘁𝗮𝘅 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗽𝗿𝗼𝗺𝗽𝘁𝘀 often means missing out on crucial tax-advantaged or tax management structures, credits, and wealth-building deductions.

Here is the truth:
𝗜𝗴𝗻𝗼𝗿𝗮𝗻𝗰𝗲 𝗶𝘀𝗻'𝘁 𝗮 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆: 𝘛𝘩𝘦 𝘐𝘙𝘚 𝘦𝘹𝘱𝘦𝘤𝘵𝘴 𝘧𝘶𝘭𝘭 𝘢𝘤𝘤𝘶𝘳𝘢𝘤𝘺 𝘳𝘦𝘨𝘢𝘳𝘥𝘭𝘦𝘴𝘴 𝘰𝘧 𝘸𝘩𝘦𝘵𝘩𝘦𝘳 𝘺𝘰𝘶 𝘬𝘯𝘦𝘸 𝘢 𝘳𝘶𝘭𝘦 𝘦𝘹𝘪𝘴𝘵𝘦𝘥 𝘰𝘳 𝘯𝘰𝘵.
𝗣𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲 𝗯𝗲𝗮𝘁𝘀 𝗿𝗲𝗮𝗰𝘁𝗶𝘃𝗲: 𝘜𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥𝘪𝘯𝘨 𝘩𝘰𝘸 𝘵𝘦𝘤𝘩𝘯𝘰𝘭𝘰𝘨𝘺, 𝘮𝘰𝘥𝘦𝘳𝘯 𝘪𝘯𝘤𝘰𝘮𝘦 𝘴𝘵𝘳𝘦𝘢𝘮𝘴, 𝘢𝘯𝘥 𝘦𝘷𝘰𝘭𝘷𝘪𝘯𝘨 𝘵𝘢𝘹 𝘤𝘰𝘥𝘦𝘴 𝘪𝘯𝘵𝘦𝘳𝘴𝘦𝘤𝘵 𝘭𝘦𝘵𝘴 𝘺𝘰𝘶 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘺𝘰𝘶𝘳 𝘢𝘴𝘴𝘦𝘵𝘴 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘪𝘤𝘢𝘭𝘭𝘺 𝘣𝘦𝘧𝘰𝘳𝘦 𝘋𝘦𝘤𝘦𝘮𝘣𝘦𝘳 31𝘴𝘵.

💡 𝗧𝗵𝗲 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆: 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗸𝗻𝗼𝘄 𝗰𝗮𝗻 𝗰𝗼𝘀𝘁 𝘆𝗼𝘂. 𝗕𝗿𝗶𝗻𝗴 𝗶𝗻𝘁𝗲𝗻𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗿𝗲𝗮𝗹 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝘁𝗼 𝘆𝗼𝘂𝗿 𝘁𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘁𝗵𝗶𝘀 𝘆𝗲𝗮𝗿.

Ready to close the knowledge gap and elevate your financial plan? Book your tax strategy call here: https://link.lorigmartin.com/sp/2f28accc8c6
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.

09/07/2026

Ever tried driving in an unfamiliar city at night without GPS, low on gas, and relying purely on "vibes"? 😅 🚗

𝗧𝗵𝗮𝘁’𝘀 𝗲𝘅𝗮𝗰𝘁𝗹𝘆 𝘄𝗵𝗮𝘁 𝗳𝗶𝗹𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝘁𝗮𝘅𝗲𝘀 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗮 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗳𝗲𝗲𝗹𝘀 𝗹𝗶𝗸𝗲. Except instead of taking a wrong turn, you’re driving straight toward a surprise financial cliff come April.

Think of a solid, proactive tax plan as your Financial GPS:

𝗜𝘁 𝗰𝗮𝗹𝗰𝘂𝗹𝗮𝘁𝗲𝘀 𝘁𝗵𝗲 𝗯𝗲𝘀𝘁 𝗿𝗼𝘂𝘁𝗲: Pinpointing legal deductions, credits, and tax-advantaged accounts before the clock runs out on December 31st.

𝗜𝘁 𝗿𝗲𝗱𝗶𝗿𝗲𝗰𝘁𝘀 𝗮𝗿𝗼𝘂𝗻𝗱 𝗵𝗮𝘇𝗮𝗿𝗱𝘀: Helping you avoid the pothole of unexpected tax bills and the dead-end of last-minute filing panic.

𝗜𝘁 𝗴𝗶𝘃𝗲𝘀 𝘆𝗼𝘂 𝘁𝘂𝗿𝗻-𝗯𝘆-𝘁𝘂𝗿𝗻 𝗰𝗹𝗮𝗿𝗶𝘁𝘆: So you know exactly where your capital is going and arrive safely at your financial goals.

Driving blind might work for a quick trip to the grocery store, but it’s definitely no way to manage your family's wealth.

💡 𝗧𝗵𝗲 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆: 𝗦𝗲𝘁 𝘆𝗼𝘂𝗿 𝗱𝗲𝘀𝘁𝗶𝗻𝗮𝘁𝗶𝗼𝗻, 𝘁𝘂𝗿𝗻 𝗼𝗻 𝘆𝗼𝘂𝗿 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆, 𝗮𝗻𝗱 𝗸𝗲𝗲𝗽 𝘆𝗼𝘂𝗿 𝗵𝗮𝗿𝗱 𝗲𝗮𝗿𝗻𝗲𝗱 𝗺𝗼𝗻𝗲𝘆 𝗼𝗻 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗽𝗮𝘁𝗵.

𝗜𝘀 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗚𝗣𝗦 𝘁𝘂𝗿𝗻𝗲𝗱 𝗼𝗻 𝗳𝗼𝗿 𝘁𝗵𝗶𝘀 𝘆𝗲𝗮𝗿?

Book your tax strategy call here:https://link.lorigmartin.com/sp/2f28accc8c6
Drop a comment below or send a direct message to map out your strategy! 👇

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.

09/04/2026

Most people view tax planning as an exhausting year-end headache. Flipping the script reveals one of the most effective tools for building long-term financial stability.

𝗦𝗵𝗶𝗳𝘁 𝘆𝗼𝘂𝗿 𝗽𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲: 𝗩𝗶𝗲𝘄 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝘁𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗮𝘀 𝗮 𝗴𝗶𝗳𝘁 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗳𝘂𝘁𝘂𝗿𝗲 𝘀𝗲𝗹𝗳. 🎁

Every legitimate deduction, tax-managed investment strategy, tax-advantaged account contribution, or distribution strategy you explore today is not about quick shortcuts or tax avoidance. 𝗜𝘁 𝗶𝘀 𝗮 𝗱𝗲𝗹𝗶𝗯𝗲𝗿𝗮𝘁𝗲 𝗲𝗳𝗳𝗼𝗿𝘁 𝘁𝗼 𝗿𝗲𝘁𝗮𝗶𝗻 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗮𝗻𝗱 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝘆𝗼𝘂𝗿 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗴𝗼𝗮𝗹𝘀.

When approached strategically and legally, tax planning helps ensure more of your hard earned assets stay directed toward your personal freedom, business growth, and family legacy.

💡 The Takeaway: 𝗧𝗮𝘅 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗶𝘀𝗻'𝘁 𝗷𝘂𝘀𝘁 𝗮𝗻 𝗮𝗻𝗻𝘂𝗮𝗹 𝗰𝗵𝗼𝗿𝗲. I𝘁'𝘀 𝗮𝗻 𝗶𝗻𝘁𝗲𝗻𝘁𝗶𝗼𝗻𝗮𝗹 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵 𝘁𝗼 𝗺𝗮𝗻𝗮𝗴𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗵𝗲𝗮𝗹𝘁𝗵 𝗼𝘃𝗲𝗿 𝘁𝗶𝗺𝗲.

What tax strategies are you evaluating for this quarter?

Book your tax strategy call here https://link.lorigmartin.com/sp/2f28accc8c6
Drop a comment below or send a direct message to discuss how structured planning fits into your broader picture! 👇

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.

09/03/2026

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.

LGM & Co.

09/27/2026

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