Karen L. Lawrence-Webster, CPA

04/14/2023

Xavierites! Let's all congratulate Zoe Spencer’24!

Zoe was awarded The U.S. Department of State’s Benjamin A. Gilman International Scholarship for 2023, and will be headed to San Jose, Costa Rica in the summer of 2023 to complete her study abroad program!

From the time she was a young scholar, Zoe Spencer, a current junior studying psychology pre-medicine with a Spanish minor, has dreamt about traveling the world to study aboard. “I want to speak to everyone I encounter, giving a warm smile, and helping others out when I can. I also want to learn about the person and their culture in depth.”

Read more about Zoe’s story by clicking the link below.

https://bit.ly/3zPRJpP

04/14/2023

Educators face many challenges when it comes to finding a balance at work and home. Here is one way to meet them. Read more:

For Melissa Wendorf, an elementary school teacher in Los Angeles, work doesn’t end when school does. On a typical weekday, she tutors individual students until the early evening, has a quick dinner with her fiancé, and then grades assignments or answers emails from parents before going to bed.

04/13/2023

Find out how to optimize your machine and free up its speed.

If a bunch of applications are slowing your computer down, here's how to take control.

04/13/2023

Withdrawals from tax-deferred savings are considered ordinary income. To help minimize the taxes you’ll owe once you begin to withdraw from tax-deferred accounts, consider asset location strategies. It’s a tax-smart way to manage taxes and potentially increase the amount you keep. Contact me for more information.

04/12/2023

The impact of inflammation can be debilitating; learn how to help combat it with Omega-3s.

These healthy fats pack an anti-inflammatory punch.

04/12/2023

Tax day is Tuesday, April 18, allowing you a few extra days to prepare returns or apply for an extension. It’s also a good time for us to review your portfolio to help ensure its utilizing tax savings strategies.

04/12/2023

Find out how much of a 529 plan is tax deductible.

Learn when to include 529 plans on your taxes and what deductions you may claim.

04/11/2023

Tax day is Tuesday, April 18, allowing you a few extra days to prepare returns. If you need more time, you must apply for an extension by the deadline. It’s also an ideal time to review asset location and investment strategies to help minimize taxes and create an effective, tax-efficient portfolio. Let’s meet to discuss.

04/11/2023

Financial literacy is more important now than ever before. Learning how to spend, save and invest your money can help you reach your financial goals and provide financial security for the future. Take the time to educate yourself about financial matters and you'll be sure to reap the rewards! Contact me and I can help you elevate your financial well-being.

04/11/2023

Work with your financial professional to help reduce your taxes and optimize retirement income with asset location strategies. Contact me for more information.

04/09/2023

Happy Easter! Wishing you a wonderful holiday filled with happiness, serenity and chocolate eggs.

04/08/2023

Educators face many challenges when it comes to finding a balance at work and home. Here is one way to meet them. Read more:

Osley Cook loves music. He loves sharing his passion with others. But ultimately, that's not why he has been an educator for 28 years—teaching through a heart transplant and currently working as a music instructor, band director, and tennis coach at a Dallas high school where many children are fro...