Search by Tag: financial planning


834 total news stories found.


Sawhney Systems Announces the Release of the 2009 Tax Updates for its ExecPlan Express Financial Planning Software

2009-04-05 | Enhancing its reputation of providing the financial planning industry with powerful and affordable professional financial planning tools, Sawhney Systems has updated its popular and highly acclaimed ExecPlan Express with all of the New Tax law changes for 2009.


Internet Dental Marketing Firm Sinai Marketing Mentioned in McGill Advisory

2009-01-26 | Sinai Marketing's search engine optimization efforts are praised by Orthodontist Dr. Jennifer Eisenhuth in the December issue of the monthly newsletter.


JK Harris President Commends National Taxpayer Advocate and IRS

2009-01-11 | JK Harris and Company President and Founder likes the newest suggestions by the National Taxpayer Advocate, as well as the changes the IRS is implementing to help taxpayers dealing with financial hardship.


JK Harris Gives IRS Thumbs Up On Speeding Up Lien Relief Process

2008-12-31 | JK Harris applauds the IRS for trying to help struggling homeowners by speeding up the lien relief process.


JK Harris Applauds IRS' Two New Appeals Programs

2008-12-21 | JK Harris gives IRS thumbs up for two new Appeals programs, which many feel are long overdue.


Ventana Research Introduces Best Practices Education in Financial Performance Management

2008-12-10 | New online resource portal provides valuable education in best practices for finance professionals.


Sawhney Systems Announces the Release of ExecPlan Express, Their Latest Offering in a Long Standing Field of Personal Financial Planning Software

2008-12-07 | With a focus on the fundamentals, ExecPlan Express offers the professional financial advisor the perfect balance between features and functionality. Its intuitive design and affordable price makes it the ideal tool for almost any financial planning practice.


JK Harris Reminds Taxpayers of Changes for Upcoming Tax Season

2008-11-23 | Tax season is coming soon, and JK Harris and Company wants to make taxpayers aware of changes that may affect them.


JK Harris Advises Taxpayers Looking for Refund to Tell IRS of Address Changes

2008-11-20 | JK Harris and Company strongly advises taxpayers who have recently moved to tell the IRS or they may not receive their due refund and/or stimulus checks.


JK Harris Offers Taxpayers Some Valuable Year-end Tips

2008-10-26 | JK Harris and Company Enrolled Agent offers taxpayers some early tax tips to get a jump on the upcoming tax season.


Roman Shain Inducted into Cambridge Who's Who Executive, Professional and Entrepreneurial Registry

2008-10-11 | Mr. Shain an authority on retirement planning and credit management, he assists clients with opening accounts and offers college funds, retirement and financial planning, and credit counseling.


JK Harris Reminds Taxpayers to File for Stimulus Payment

2008-10-05 | JK Harris and Company advises taxpayers of approaching deadline for receiving stimulus payments.


JK Harris Advises to View First-time Homebuyers Credit as a Loan

2008-09-28 | JK Harris and Company thinks First-time Homebuyers Tax Credit is a good thing for taxpayers.


Jeffrey R. Blanco Inducted into Cambridge Who's Who Executive, Professional and Entrepreneurial Registry

2008-09-21 | With more than 15 years of professional experience, Mr. Blanco is responsible for helping clients reach their goals for retirement through insurance, investment and financial planning.


Charles E. Rembert Inducted into Cambridge Who's Who Executive, Professional and Entrepreneurial Registry

2008-09-20 | He is the recipient of numerous awards for his outstanding performance.


JK Harris' Peter Hukki Attends Advanced Taxpayer Representation Forum

2008-09-12 | JK Harris Enrolled Agent learns from conference on Advanced Taxpayer Representation and IRS Procedure.


JK Harris' Charlie Jones raises identity theft awareness

2008-09-07 | Identity theft is a growing problem. And JK Harris and Company wants everyone to be aware ot the dangers.


Reluctant Landlords Need Expert Help, Says Just Accountants

2008-08-13 | A new class of 'reluctant landlords' are increasingly in need of expert accountancy and business advice, according to UK accountant brokers, Just Accountants.


FDU Helps Teens Prepare Online for Financial Challenges Ahead

2008-08-08 | The Rothman Institute of Entrepreneurial Studies at FDU's Silberman College of Business is now offering an online version of the financial preparedness course that has become a popular part of its Discover Business Teen Camp held each summer.


Building contractors William Skinner and Son's successful Staff Communications Day

2008-07-22 | Building contractors William Skinner and Son, based at their headquarters in Ayrshire, Scotland, and their Southern Office in Cambridge, England, have held their third successful annual Staff Communications Day in the Princess Royal Conference Centre at Ayr Racecourse.


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