Entries by Sarah Scheffer

Freedom Planning for Business Owners

The thought of retirement is often met with fear and anxiety, leading to various degrees “planning paralysis.” If we are able to view retirement through a different lens, the feelings of fear and anxiety may be replaced by anticipation and confidence. There are, of course a wide range of complexities that come with this phase of life that ought to be addressed. However, much of the retirement planning process is futile until our financial destinations are defined.

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Our Wolfeboro Office Has Moved

Our Wolfeboro office has moved down the street closer to downtown, offers ample parking and is situated on the shores of beautiful Lake Winnipesaukee. We look forward to seeing you at our new location soon!

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What Happens To Your Retirement When You Are Gone?

Retirement accounts provide viable investment vehicles for individuals to have access to necessary funds after they have left the workforce. Knowing what happens to your retirement when you die can help you plan accordingly to best provide for your loved ones in the future.

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Leone, McDonnell & Roberts, PA Announces Promotion

We are pleased to announce the promotion of Joseph “Joe” Quinn, Jr., CPA to Principal. A Certified Public Accountant in both New Hampshire and New York, Joe has nearly 30 years of experience in public accounting, with nearly 14 of those with Leone, McDonnell & Roberts, joining the firm in 2005. Joe works out of […]

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Leone, McDonnell & Roberts Employees Share Kindness

LMR employees recently participated in a holiday giving campaign aimed at helping families in need. The firm chose a lofty goal of supporting five worthy Community Action Partnership organizations throughout New Hampshire to collect items for. With each LMR office participating, the team collected much-needed food items for the food pantries at Strafford County Community […]

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A Life Well Lived

It is with great sadness that we share the news that our former Partner, Donald A. McDonnell, passed away on January 23, 2019. Donald A. McDonnell joined our Firm as a shareholder on October 1, 1984 and the firm name was changed to Leone, Bigelow & McDonnell, Professional Association. Mr. McDonnell was a Certified Public […]

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Tips To Make the Most Out Of An Accounting Internship

If you work in the United States, you’re likely already familiar with the individual income tax. The Tax Cuts and Jobs Act (TCJA) has potentially revamped the landscape for taxpayers on a national scale. Some of the TCJA’s most significant provisions include…

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Partner Thomas Roberts receives Volunteer of the Year Award

We are pleased to announce that Leone, McDonnell & Roberts, PA Partner, Thomas Roberts, CPA was recently honored with the Mt. Washington Valley Economic Council’s Volunteer of the Year Award, along with five other Revolving Loan Committee members. The Mt. Washington Valley Economic Council’s (MWVEC) 28th annual business meeting and dinner was held November 15th at […]

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