Search Results for: tax expert
Fulton Bank Names Dara Bachman President of Fulton Private Bank
Fulton Bank, a subsidiary of Fulton Financial Corporation, announced the promotion of Dara C. Bachman to the President of Fulton Private Bank. In this position, she will be responsible for leading a team of professionals charged with developing customized wealth management and banking solutions for high-net-worth clients. Dara joined the......
Employee Retention Credit Offers Last Chance for Small Businesses to Claim Stimulus Money Due to the Pandemic
The Employee Retention Credit (ERC) program is the one remaining chance for small business owners to get new-found money within their current business from the government as a result of the COVID-19 pandemic, according to Disaster Loan Advisors. Unfortunately, determining whether one’s business is eligible and for how much can be a......
Strategic Planning Group Moves to Commonwealth to Optimize Client Outcomes And Capitalize on Technology
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Strategic Planning Group, Inc. from Fishers, Indiana, to its network of financial advisors. Formerly with Cambridge Investment Research, firm president and advisor John Wood, CFP®, CLU®, ChFC®, AIF®, and advisor......
Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program
Angeles provides the playbook for families to come together around their values to meet financial, tax, family, and philanthropic goals Angeles Wealth Management, announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families’ investment and philanthropic activities and deliver bespoke solutions that......
New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today
To better understand how Americans perceive wealth in relation to the world around them, Edelman Financial Engines (EFE) the nation’s top independent wealth planning and investment advisory firm, released findings from a new report titled Everyday Wealth in America. The research explores critical areas at the intersection of life and money and......
Wave Launches ‘Creator Economy Financial Playbook’ To Enable Entrepreneurial Success for the Fastest Growing Segment of Small Business
New playbook provides proven strategies and real-world advice to help creators turn their passions into financial gain Wave, the one-stop money management solution for small business owners, launched a new financial playbook to help the 7 million Americans who are part of the “creator economy” grow their businesses and thrive.......
RSM and Vic.ai Partner to Help Enterprises Revolutionize the Accounting Process
Reseller partnership offers RSM customers tailored access to AI-powered invoice processing solution that achieves up to 99% accuracy and ROI within 7 months RSM Canada LLP, a leading global provider of audit, tax and consulting services, announced that it has entered a reseller partnership with Vic.ai, the artificial intelligence (AI)......
AD Ports Group Signs Collaboration Agreement with Africa Finance Corporation
New partnership will look to address infrastructure gaps across Africa, including integrated ports, warehouses, maritime and logistics hubs AD Ports Group, the leading global facilitator of trade, logistics, and industry, has signed a collaboration agreement with the Africa Finance Corporation (“AFC”), the leading infrastructure solutions provider in Africa, to address......
nChain Signs Agreement With NAGEX To Develop Blockchain-Based Carbon Exchange Platform
nChain announces the signing of an agreement with NAGEX to assess the viability of a global CO2 index based in North America that incorporates physical storage of CO2 and digital blockchain ledger technology. Despite being one of the largest commodities in the world, carbon dioxide is rarely included in the......