Tag : tax planning

Nycole Freer Launches Eden Financial
Finance News

Nycole Freer Launches Eden Financial

Fintech News Desk
by Fintech News Desk0
Certified Financial Planner, Entrepreneur and Emerging Author Nycole Freer celebrates the New Year by announcing the opening of her financial planning practice, Eden Financial After serving young entrepreneurs, families, women and children with their financial planning needs for over a decade, Nycole Freer decided to double down on her commitment to educating......
Mercer Advisors Acquires Vintage Financial Services
Finance News

Mercer Advisors Acquires Vintage Financial Services

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc., a national Registered Investment Adviser (RIA), announced the acquisition of Vintage Financial Services, LLC (hereinafter “Vintage”). Vintage is a comprehensive wealth management firm located in Ann Arbor Michigan focusing on serving the financial needs of its clients. Frank Moore (“Frank”), MS, CFP® founded Vintage in 1985 and together with......
Cetera Announces Joint Venture Within Tax Professional Community
Finance News

Cetera Announces Joint Venture Within Tax Professional Community

Fintech News Desk
by Fintech News Desk0
Farpointe Wealth Partners and DeLong & Brower Financial Services, a top Michigan-based advisory firm, align to deliver integrated wealth, tax and insurance offerings Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Farpointe Wealth Partners (Farpointe), an independent firm within the Cetera Financial Specialists (CFS) community, has......
Innovative Tax Relief Expands Its Offerings to Tax Planning and Encourages Businesses to Consider a Tax Planning Strategy
Business Fintech News

Innovative Tax Relief Expands Its Offerings to Tax Planning and Encourages Businesses to Consider a Tax Planning Strategy

Fintech News Desk
by Fintech News Desk0
Tax planning is important for every small business owner who wants to maximize their profit. With the new tax changes, the team at Innovative Tax Relief shares the benefits of planning to stay up to date with the new tax regulations Innovative Tax Relief LLC provides tax resolution and IRS......
Adviser Investments Introduces the American Ingenuity Aggressive Growth Strategy
Finance Investment Services News

Adviser Investments Introduces the American Ingenuity Aggressive Growth Strategy

Fintech News Desk
by Fintech News Desk0
Adviser Investments LLC, an independent fee-only wealth management firm serving clients nationwide, today announced the launch of the Adviser Capital American Ingenuity aggressive growth strategy (American Ingenuity). “American Ingenuity focuses on the U.S. economy’s next big themes and identifies both well-known and unknown companies poised to profit from these themes,” Daniel P. Wiener,......
B. Riley Expands Corporate Advisory & Valuation Services Practice
Finance News

B. Riley Expands Corporate Advisory & Valuation Services Practice

Fintech News Desk
by Fintech News Desk0
Business Valuation Experts, Dave Bookbinder and Quinn Shearer, join B. Riley Advisory Services B. Riley Financial announced the expansion of its Corporate Advisory and Valuation Services practice with the addition of Dave Bookbinder and Quinn Shearer to B. Riley Advisory Services. Bookbinder and Shearer bring significant business and intangible asset valuation expertise, serving strategic corporate finance......
Banking Business Fintech Investment Services News

Jeffrey Levine Joins Holistiplan

Fintech News Desk
by Fintech News Desk0
Holistiplan, an award-winning tax planning software for advisors built to systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities, today announced that Jeffrey Levine CPA/PFS, CFP®, AIF®, CWS® will join Holistiplan as Tax Planning Strategist. “We are very excited that Jeff is joining......
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