When it comes to investing and building wealth, maximizing returns while minimizing tax liabilities could be considered “The Holy Grail.” For those seeking the grail, investing in Qualified Opportunity Zones (QOZs) offers a unique opportunity to put your capital to good use in underserved areas where investment is needed — all while getting a few tax breaks for doing so. Learn about opportunity zone tax benefits and what those mean for you as an investor in our latest post: https://hubs.ly/Q02GK73r0
About us
Since 2002, our professionals have been assisting clients in achieving their financial goals in a tax-efficient manner that considers how each financial decision impacts their entire situation. The firm is locally owned with offices in Fort Smith, Little Rock, Rogers and Russellville, and continues to expand its ability to provide all aspects of financial and retirement planning throughout the United States. Working with Landmark Financial means you get access to your own team of financial coaches and challengers. We are here to learn about your objectives and help make them a reality. Contact us today for a consultation. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory Services℠.** Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information. We will not ask or request for personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. We will not accept trading instructions through this site. **As investment adviser representatives with a Registered Investment Adviser registered with the Securities and Exchange Commission, we are prohibited from using testimonials in our advertising. We appreciate those who wish to be supportive of our firm. However, since a recommendation or endorsement received through LinkedIn could qualify as a testimonial, our policy is to hide and recommendation or endorsement we receive pertaining to our financial services/financial planning business. Thank you for your consideration.
- Website
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http://www.mylandmarkfinancial.com/
External link for Landmark Financial
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Fort Smith, AR
- Type
- Partnership
- Founded
- 2002
- Specialties
- Financial Services, 401k, Wealth Management, Retirement Planning, Tax Planning, Financial Planning, Insurance Services, Succession Planning, and Retirement Plan Design
Locations
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Primary
Get directions
3101 South 70th Street
Fort Smith, AR 72903, US
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Get directions
2003 S Horsebarn Rd
Rogers, Arkansas 72758, US
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Get directions
2410 E. Parkway
Ste. #3
Russellville, AR 72802, US
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Get directions
201 E Markham St
Little Rock, Arkansas 72201, US
Employees at Landmark Financial
Updates
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In the market to sell your home? With the increasing cost of housing (and living), more homeowners like you are getting slapped with a capital gains tax on homes sold for more than $500,000. You might be thinking, “Isn’t that threshold a little low?” Considering the current state of the housing market, you’d be onto something. In fact, this capital gains tax and its threshold were introduced and set nearly 30 years ago in 1997 — and they haven’t changed since. Here’s what you need to know about this particular capital gains tax on home sales. https://hubs.ly/Q02F0McG0
How to Reduce the Capital Gains Tax on Home Sales
mylandmarkfinancial.com
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In early May, the Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035. Generally speaking, the headline's tone is very grim and indicates that the fund will be totally depleted in a matter of years, but this isn’t what’s really happening. Find out more here: https://hubs.ly/Q02Bls5Y0
Is Social Security Going to Run Out in Your Lifetime?
mylandmarkfinancial.com
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Happy National Donut Day! Did you know that your favorite kind of donut can say a lot about your personality? 🍩If you love a classic glazed donut, you're probably a traditionalist who enjoys the simple things in life. 🍩If you're all about the sprinkles, you're definitely a fun and colorful person who loves to stand out. 🍩And if you can't resist a big, fluffy, jelly-filled donut, you might just be a little bit of a risk-taker. What's your favorite kind? Tell us below! And no matter what your favorite donut says about you, make sure to treat yourself to one today! #NationalDonutDay #DonutLovers
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Are you a business owner in charge of selecting and providing a retirement plan for your employees (even if you’re the only employee)? If yes, you’ll want to read this Secure Act 2.0 summary: https://hubs.ly/Q02zsLF60
A SECURE Act 2.0 Summary for Businesses Providing SEP and SIMPLE IRA Plans
mylandmarkfinancial.com
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💙 It's National Small Business Week this week, and we LOVE small businesses! Tag your favorite small business or entrepreneur below! ⬇️ #smallbusinessweek #SBA
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You’ve heard the expression, “A rising tide lifts all boats.” The same can be true for the financial markets. Read how here: https://hubs.ly/Q02t0Y-d0
Is Household Spending Poised to Surge?