Search by Tag: Estate Planning


848 total news stories found.


Bookkeeping From David Blair And QuadCap Wealth Management

2011-04-30 | David Blair And QuadCap Wealth Management Introduce Further Enhanced Bookkeeping


Michigan Elder Law Attorneys Host Free Informational Seminars Throughout Metro Detroit

2011-04-27 | The attorneys and counselors at Accettura & Hurwitz will be offering a number of seminars throughout metro Detroit designed to discuss "The State of Elder Law."


David Blair of QuadCap Wealth Management and Estimated Payments

2011-04-08 | David Blair of QuadCap Wealth Management reminds business owners that estimated payments are due soon.


Pat Vitucci to Conduct Financial Seminars With KGO Radio's Len Tillem and KSFO Radio's Brian Sussman in May

2011-04-02 | Pat Vitucci, a Bay Area Independent Financial Advisor, will conduct two financial seminars in May. May 5 with KGO radio's Len Tillem and May 12th with San Francisco radio's Brian Sussman. Both seminars are complimentary and open to the public.


Zammit & Associates - Advocates Launches its New Website

2011-03-19 | Zammit & Associates - Advocates announces the recent launch of the firm's new website.


Pat Vitucci and KGO's Len Tillem* Featured in "Virtual Seminar"

2011-03-18 | Pat Vitucci, a Bay area independent financial advisor, and Len Tillem*, a Bay area estate planning attorney, will launch a "virtual seminar" available through the KGO Radio website. 1 hour financial seminar available beginning noon 4/1/11 - 4/3/11.


David Blair, QuadCap Wealth Management, Explains Changes to Taxing Of Trusts and Estates

2011-03-11 | QuadCap Wealth Management, LLC is a leading provider of fully comprehensive counseling, wealth management services, and tax preparation.


Pat Vitucci Launches Second Radio Show in San Francisco Bay Area

2011-03-04 | Pat Vitucci, a Bay Area Independent Financial Advisor, recently launched his second weekly radio program called "Sound Money- A Conservative Approach To Investing".


Six Reasons to Hire a Personal CFO: Financial Professionals Explains the Benefits of Utilizing an Advisor with a Comprehensive, Individualized Approach

2011-02-27 | Financial professionals Dave Hubbard and John Brackett discuss what a Personal CFO is and how he or she can help investors achieve financial success. An interview on with Hubbard can be heard by visiting http://www.audioacrobat.com/play/WBFBgK6Li.


ExecPan Express Updates Its Personal Financial Planning Software to Incorporate Changes to the Estate Tax Laws for 2011

2011-02-17 | Professional financial advisors and estate planners will find that they will need to update their spread sheets or seek new software to address the significant challenges for managing their client's future estate tax exposure.


David Blair, QuadCap Wealth Management, Explains Changes to Treatment of Roth IRAs

2011-02-12 | QuadCap Wealth Management, LLC is a leading provider of fully comprehensive counseling, wealth management services, and tax preparation.


Attorney, Kira Wattenburg-King Joins Vitucci & Associates

2011-02-11 | Vitucci & Associates is a Bay Area Independent Advisory Firm founded by Pat Vitucci.


Law Offices of Daniel V. Pritchett, "The Lawyer For Dentists" Inaugurates New Website

2011-02-10 | Law Offices of Daniel V. Pritchett, a Dallas, Texas law firm with a nationwide practice, recently inaugurated its new website, www.dvplaw.com.


David Blair, QuadCap Wealth Management, and Potentially Tax Deductible Expenses

2011-02-05 | QuadCap Wealth Management, LLC is a leading provider of fully comprehensive counseling, wealth management services, and tax preparation.


ExecPlan Express Personal Financial Planning Software Announces Its Newest Release will Include all of the Recently Passed Federal Tax Law Changes

2011-02-04 | As a leader in personal finance software for the professional financial services industry, the 2011 version of ExecPlan Express will include new features, software enhancements and all of the changes in the newly adopted federal tax laws.


David Blair, QuadCap Wealth Management, and Income Taxes

2011-02-04 | QuadCap Wealth Management, LLC is a leading provider of fully comprehensive counseling, wealth management services, and tax preparation.


David Blair, QuadCap Wealth Management, and Estate Taxes

2011-02-04 | QuadCap Wealth Management, LLC is a leading provider of fully comprehensive counseling, wealth management services, and tax preparation.


Dallas Law Firm, Hiersche, Hayward, Drakeley & Urbach, P.C. Announces New Shareholder, Craig A. Harris

2011-01-24 | Craig A. Harris has become a shareholder of the law firm of Hiersche, Hayward, Drakeley & Urbach, P.C. Mr. Harris is a well-respected, AV-rated trial attorney with more than 20 years' experience.


Jury Awards $476,200 Against IRS Agent for Serially Spying on Female Tenant

2011-01-21 | Landlord has to pay $476,200 for spying on his young female tenants by means of a micro video camera hidden in a DVD player he provided with the rental.


Estate Planning Attorney Patti Spencer of Spencer Law Firm to Host Seminars on New Tax Laws

2011-01-21 | Tax planning tips for wills and trusts in 2011 will be the topic of a January 26th seminar for the public and a January 27th seminar for attorneys, accountants, and financial planners. Recent tax law changes will be presented by Ms. Spencer.


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