Search by Tag: financial planning

2013-05-20 | A. Gordon Nelson oversees operations at a company that specializes in the renovation of older residences and commercial buildings

2013-05-07 | Ms. El Kelish's company is a leading provider of technology services to government agencies

2013-04-16 | Mr. Escudier holds a Master of Economics and is a Six Sigma Green Belt

2013-03-13 | With 30 years of expertise in providing tax planning software for financial professionals, the free 2013 TaxMode app available at the Apple Store, Google Play and Windows Marketplace now includes all of the changes in the newly adopted ATRA for 2012.

2013-03-08 | With 30 years of expertise in providing financial and retirement planning software for tax and financial advisors, the 2013 version of ExecPlan Express will include new enhancements and all of the changes in the newly adopted ATRA for 2012.

2012-11-28 | New research to improve service and spare parts planning for the multi-billion dollar aerospace, automotive, high tech, and utilities markets.

2012-11-27 | Locust Capital Management and Augustine Repetto were again recognized by Medical Economics Magazine in their 2012 survey of the Best Financial Advisers for Doctors. Gus is in an elite group of advisors in the US with this designation!

2012-11-21 | With its newest release, Sawhney Systems has created a class leading tool that will have app developers and consumers rethinking mobile devices and how they can improve their personal productivity.

2012-11-20 | F.J. Velten & Sons, Inc., the Tampa-based financial services company, is now a one stop shop for all of an individual's financial needs, whether it be investments, financial planning, annuities, estate planning, insurance or tax services.

2012-11-05 | Two members of the Bernhardt Wealth Management team, a Virginia-based financial advisory firm, have been named among Washingtonian magazine's Top Wealth Managers in the greater Washington, DC area for 2012.

2012-10-29 | EP Wealth Advisors has been named among the top financial advisory and wealth management firms by two of the leading financial industry publications.

2012-10-26 | Largest industry analyst technology innovation awards honor technology vendors.

2012-10-02 | Atlanta wealth management firm Brightworth is pleased to announce new partners Kristen Johnson and Justin Husson.

2012-09-07 | As the use of mobile devices spreads from personal to business uses, TaxMode income tax calculator for 2012 becomes the first of a new revolution of tax planning apps for consumers and financial professionals with a focus on personal productivity.

2012-09-06 | Broadens Management Depth with Over 20 Years of Personal and Corporate Tax Compliance and Advisory Experience

2012-08-14 | Brightworth is pleased to announce that the firm's President and Chief Operating Officer, Ray Padron, has joined the Board of the Georgia Chamber of Commerce.

2012-06-21 | Arkovi announces seventh platform integration for social media archiving, compliance and monitoring.

2012-06-15 | AmeriFlex Financial Services, a privately owned wealth management company established in 1988 has partnered with eMoney to offer a revolutionary organizational system for finances and important documents in one private and secure location.

2012-06-05 | Christi Staib got her start helping widows and widowers adjust to their new financial situation

2012-05-25 | The current political stalemate will likely mean individuals and small business owners will face substantially higher taxes in the upcoming year from AMT to the expiration of the Bush era tax cuts to the new Medicare surcharge tax.