Tag : tax services

KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business
Finance News

KMJ Financial Group Moves to Commonwealth to Expand Fee-Based and Tax Planning Business

Business Wire
by Business Wire0102
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors. Formerly with American Portfolios, an affiliate of Advisor Group, managing partners Kirk Brown and Jake Ruggles,......
Ryan Expands Property Tax Team with Acquisition of RETC
Fintech News

Ryan Expands Property Tax Team with Acquisition of RETC

Business Wire
by Business Wire0114
Ryan, a leading global tax services and software provider, has announced the acquisition of RETC Group (RETC), a property tax consulting firm based in Dallas, Texas. Browse The Complete Interview About Fintech : Global Fintech Interview with Richard Smith, Chairman at FSC and Co-Founder at Finiac “RETC is a well-established firm in the......
Bakkt Completes Acquisition of Apex Crypto
Cryptocurrency News

Bakkt Completes Acquisition of Apex Crypto

Business Wire
by Business Wire0113
Acquisition is expected to significantly expand client verticals, drive scale, and bolster path to profitability Bakkt Holdings, Inc., a technology platform that unlocks crypto and drives loyalty, announced that the Company has completed its acquisition of Apex Crypto LLC. The parties have secured all required regulatory approvals. “This acquisition marks......
SDR Ventures Advises Phases Accounting & Tax Service, Inc. on Acquisition by Apex Accounting and Tax, Inc.
Finance News

SDR Ventures Advises Phases Accounting & Tax Service, Inc. on Acquisition by Apex Accounting and Tax, Inc.

PR Newswire
by PR Newswire0179
SDR Ventures is pleased to announce that Phases Accounting & Tax Service, Inc. has been acquired by Apex Accounting and Tax, Inc.. SDR served as the exclusive sell-side advisor to Phases throughout the transaction process. Founded in 1987 and based in Colorado Springs, Colorado, Phases Accounting & Tax Service has been providing individuals and small......
Stenson Tamaddon Acquires Research and Development Tax Services Firm
Finance News

Stenson Tamaddon Acquires Research and Development Tax Services Firm

Fintech News Desk
by Fintech News Desk0270
Specialty Tax Firm Announces New Managing Director of R&D, Ilija Huljev with Acquisition of Huljev & Associates Partners Stenson Tamaddon, a specialty tax firm, is excited to announce the acquisition of Ilija Huljev and Huljev & Associates as it expands its efforts in the research and development tax space. Ilija......
Ryan Announces Partnership with Miami Dolphins
Fintech News

Ryan Announces Partnership with Miami Dolphins

Fintech News Desk
by Fintech News Desk0126
Ryan, a leading global tax services and software provider, has announced it is now a Proud Partner of the Miami Dolphins. Ryan and the Miami Dolphins will work together on a number of community-focused initiatives, including food relief donations that will directly benefit the South Florida community. “Ryan is proud......
Wounded Warriors Family Support Partners with Pathway Financial Education
Finance News

Wounded Warriors Family Support Partners with Pathway Financial Education

Fintech News Desk
by Fintech News Desk0128
Credit problems. Underwater mortgages. Late house payments. A FINRA Investor Education Foundation analysis discovered that military veterans are more likely to suffer these problems than the civilian population. Wounded Warriors Family Support understands the importance of financial literacy and savings. The nonprofit has formed a partnership with Pathway Financial Education......
Pigeon Launches App to Simplify Interpersonal Finance
Finance News

Pigeon Launches App to Simplify Interpersonal Finance

Fintech News Desk
by Fintech News Desk0145
The Y Combinator-backed platform reinvigorates its look and feel as it launches out of alpha to provide a free and easy way to loan money to loved ones Pigeon, the free platform that takes the awkwardness and headache out of loaning money to family and friends, is launching out of......
IQ-EQ Expands Its US Business With The Acquisition Of JGM Fund Services
Fintech Funding News

IQ-EQ Expands Its US Business With The Acquisition Of JGM Fund Services

Fintech News Desk
by Fintech News Desk0281
Global Investor Services Group IQ-EQ deepens its US foothold with strategic acquisition IQ-EQ, an Astorg portfolio company, is pleased to announce the acquisition of JGM Fund Services (“JGM”) an industry leading US provider of fund administration and tax services for alternative investors specializing in Real Estate and Private Equity asset classes.......
SWBC Mortgage Corporation Welcomes New CTO
Mortgage News

SWBC Mortgage Corporation Welcomes New CTO

Fintech News Desk
by Fintech News Desk0213
SWBC Mortgage Corporation announced today that Paul Gorske has been appointed Chief Technology Officer (CTO). He brings 20 years of experience in IT leadership position – 15 of which were spent in the mortgage industry. Latest Fintech News: iCIMS, Vista Equity Partners and TA Associates Complete Transaction Most recently, Gorske served as the......
1