Oh, what fun was had as we made spirits bright!
LLG got into the festive season at this year’s Holiday Party held at Bar Siena, raising a glass and toasting the holidays with friends and good cheer!
We look forward to a happy and healthy 2023.
From our family to yours, we wish you a very Happy New Year! May it be bursting with tremendous opportunity and good fortune!
Retiring After 48 Years.
Best Wishes to Rick Winer!
“Never underestimate the difference you’ve made and the lives you’ve touched.”
After six and half years at LLG, and many, many more of devoted service to his clients, Rick Winer has decided that December 31, 2022 will mark his retirement from the profession. This was not an easy decision for Rick, but he is looking forward to spending more time with his family, friends and personal pursuits. While we are extremely sad that Rick will no longer be working with us on a day to day basis, we fully understand and appreciate that he has more than earned the right to make this decision and we respect, appreciate and support his plan.
We know you will all join in thanking Rick for all he has accomplished and wishing him a long and healthy retirement. We have come to know Rick as a CPA of the highest quality, but even more than that, to recognize him as a dedicated individual with integrity and pride in his work and an unrelenting desire to do so in the best interests of his clients. He is an example to all. We thank Rick and wish him a wonderful retirement!
Should any client questions arise during this transition, Rick has graciously agreed to assist. Lipschultz Levin & Gray, LLC has, for eighty years, been serving the needs of businesses and individuals. We do so in a manner similar to the way Rick served his clients through his firm Winer & Associates for nearly forty years, which is why our merger in 2016 has been so successful. We are certain that Fred Fitzpatrick, his entrepreneurial group and our wider team of 31 dedicated individuals will continue to meet or exceed your expectations as we move forward towards 2023.
Click here for the 2022-2023 Tax Planning Guide: 2022 Tax Planning Guide
To read the current client newsletter, please click “READ MORE” and
Raise your paws if you love wagging tails and wet noses! Before the dog days of summer are over, LLG participated in the Illinois CPA Society’s Annual Day of Service. It’s felt like forever since we’ve been able to do this with the past few years of pandemic worry, but we were finally able to resume in-person volunteering within our community. And did it feel good. I guess every dog has its day.
This year, we helped the four-legged friends who were in need of some help and a little TLC. We went to Heartland Animal Shelter in Wheeling, Illinois — a no-kill, non-profit organization finding permanent, loving homes for animals. They have many of their available-to-adopt animals in foster homes, but they also do have a bunch of dogs and cats on-site that are in need of extra special attention.
We double dog dare you not to enjoy a few pictures of our crew on the day!
To read the current Client Newsletter, please click “READ MORE” and click Portability Election
Our LLG summer event teed up at Top Golf – and a good time was had by all! What a fun day to play in the zone without worrying about any hazards of the upcoming tax season!
To read the current Client Newsletter, please click Tax and Business Letter Fall 2020
A MESSAGE FROM THE MANAGING PARTNER
William H. Finestone, CA, CPA
Lipschultz, Levin & Gray is pleased and proud to announce that, effective January 1, 2020, the firm has joined the Eide Bailly Alliance, a membership group of independently owned U.S. CPA firms.
The Alliance was formed in 2002 by Eide Bailly, one of the top 25 CPA and business advisory firms in the nation. Our membership gives us access to the HLB network of over 150 firms across the globe.
Our team now has full and seamless access to a wide range of expanded resources, service specialties and technical capabilities across the nation and overseas.
We have long been dedicated to providing you the best in both the content and delivery of our advice and the Eide Bailly Alliance give us another set of tools to deliver on that promise.
If you have any questions, please let me know.
Be proactive in your tax planning. LLG can help identify various strategies to help you make the most of the significant changes that went into effect for the upcoming year. Click on the below link to view the: