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Volume 3: The Lockshield Letter
January 19, 2023
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Volume 3: The Lockshield Letter

Volume 3: The Lockshield Letter

Lockshield Partners

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Latest Posts

What’s Going On With Bonds?

2022 represented one of the worst years in the bond markets in decades. Why did that happen? And what’s on the horizon? Advisor Clark Hayden, CFP®* shares a few answers with us.

A Breakdown of Secure Act 2.0

Season 2, Episodes 1 & 2 of Money Mindset with Christian Family Radio

Kentucky Sales and Use Tax Changes for 2023

Effective January 1, 2023, the Kentucky sales and use tax will apply to over 30 additional service categories — Will your business be affected? Operations Manager Becky Thompson has compiled this list for you to see.

Four Ways to Reduce Your Tax Prep Fee

The 2023 Tax Season is upon us! Accounting Operations Manager, Becky Thompson, has compiled 4 ways you can save time and reduce tax prep this season.

Authors

Becky Thompson

Operations Manager

Lockshield Partners

Accounting Services

Kelsey Guiler

Accountant

Tina Wilson

Accountant

Drew Thompson

Senior Accountant, Managing Partner

Dan Klein, CFP®*

Financial Advisor, Senior Partner

Jodi Walden

Operations Manager, Partner

Jeremiah Harston, J.D./M.B.A.

Financial Advisor, Partner

Clark Hayden, CFP®*

Financial Advisor, Partner, CFP®

Taking a proactive approach in advising and preparing so you can focus on what really matters.

Financial Services: (270) 629-2046

accounting Services: (270) 651-3013

info@lockshieldpartners.com

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LOCATIONS

Lockshield Partners Financial Services
301 S Broadway Street
Glasgow, KY 42141

Lockshield Partners Accounting Services
501 W Main Street
STE A
Glasgow, KY 42141

Latest News

What’s Going On With Bonds?

Feb 21, 2023

Kentucky Sales and Use Tax Changes for 2023

Feb 7, 2023

Four Ways to Reduce Your Tax Prep Fee

Jan 31, 2023
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Lockshield Partners, Inc. and our editorial staff.  Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual advisor prior to implementation. Investment Advisory services offered through Lockshield Partners, Inc. a Registered Investment Advisor with the SEC. Registration does not imply any level of skill or training. Lockshield Partners, Inc. is independently operated. The presence of this website shall in no way be construed or interpreted as a solicitation or offer to buy or sell investment advisory services to any residents of any State other than the State of Kentucky or where otherwise legally permitted. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Lockshield Partners, Inc. is not engaged in the practice of law.Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

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