Search Results for: client
OneAmerica Ups Ante on Education Amidst COVID-19 Pandemic
Company going beyond traditional retirement plan guidance by providing holistic education Having earned a reputation in the retirement industry for its award-winning, client-focused approach, OneAmerica has upped the ante in this climate of uncertainty to deliver on one of its key differentiators ─ education. Through a holistic approach that surpasses traditional......
Miller Kaplan Partnership Adds Mark Flanagan
Miller Kaplan, a top-100 certified public accounting firm, is pleased to announce a new strategic advisor, Mark Flanagan, CPA, CFP®, has joined the partnership. Flanagan, a seasoned accounting professional with 30 years of experience, will bring a depth of expertise to the San Francisco practice, and the firm as a......
Chad Dunkin Promoted to Principal
Ryan, a leading global tax services and software provider, announced the promotion of Chad Dunkin to Transaction Tax Principal in the Firm’s Houston, Texas office. He specializes in providing multijurisdictional transaction tax services with a focus on the oil and gas, restaurant services, and general manufacturing industries. Mr. Dunkin has......
Apple Growth Partners’ Principal Named ystark! Twenty Under 40
Apple Growth Partners (AGP), award-winning accounting and business advisory firm, proudly announces tax principal Mark Lapikas, CPA, CGMA, MTax, MBA, as one of ystark!’s Twenty Under 40 recipients for 2020. Lapikas will be recognized during the 13th annual Twenty Under 40 awards event hosted later this year. Read More: M Financial......
AICPA Says Treasury and SBA PPP Loan Forgiveness Application Leaves Many Questions
More Guidance and Flexibility Needed to Support Critical Small Business Relief Process The Treasury Department and Small Business Administration last night released a loan forgiveness application form for the CARES Act’s Paycheck Protection Program (PPP), which had been urgently sought by CPA firms and their small business clients in recent......
Visa Token Service to Add 28 New Partners to Strengthen Digital Payment Security Globally
The new partners will help Visa protect millions of additional digital payments from fraudsters and reduce friction for merchants and consumers Visa announced that 28 new partners will be joining Visa Token Service as credential-on-file (COF) token requestors. These new partners will help make digital transactions more secure by tokenizing both......
Western Union Provides Access to Paycheck Protection Program Loans for Agents and Business Customers
The Western Union Company , a leader in cross-border, cross-currency money movement and payments, is now one of a few non-bank approved lenders providing access to small business loans through the U.S. Small Business Administration Paycheck Protection Program. The company now can accept loan applications online and provide financial assistance to eligible......
MoveCU Breaks Auto-Loan Origination Record for Maryland-Based Credit Union
Within the first six weeks of their partnership, MoveCU generated 330 auto loan approvals for Market USA Federal Credit Union MoveCU Inc., a credit union fintech, announced that it has generated 330 direct auto loan approvals for MarketUSA FCU, a Maryland-based credit union, within the first 45 days of their partnership.......
FP Markets Rated by Investment Trends as the Best for Quality of Trade Execution 2019
FP Markets has been rated as the forex & CFD broker with the “Best for Quality of Trade Execution 2019” in the recently published Investment Trends 2019 Australia Leverage Trading Report. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial Habits The prestigious accolade came from the Investment......