Search for: "Strategic Tax Advisors, Inc." Results 101 - 120 of 199
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24 Jul 2017, 7:08 am by Renae Lloyd
SC Distributors (Strategic Capital) is a leading provider of select alternative investments to financial advisors and their clients, according to their website. [read post]
9 Jun 2017, 7:53 am by Renae Lloyd
Investigating Potential Claims in Carter Validus Mission Critical REIT II SC Distributors (a/k/a Strategic Capital) is a leading provider of select alternative investments to financial advisors and their clients, according to their website. [read post]
16 May 2017, 7:48 am by Cynthia Marcotte Stamer
She supports her clients both on a real-time, “on demand” basis and with longer term basis to deal with all aspects for workforce and human resources management, including, recruitment, hiring, firing, compensation and benefits, promotion, discipline, compliance, trade secret and confidentiality, noncompetition, privacy and data security, safety, daily performance and operations management, emerging crises, strategic planning, process improvement and change management,… [read post]
10 May 2017, 10:20 am by Cynthia Marcotte Stamer
 She supports her clients both on a real-time, “on demand” basis and with longer term basis to deal with all aspects for workforce and human resources management, including, recruitment, hiring, firing, compensation and benefits, promotion, discipline, compliance, trade secret and confidentiality, noncompetition, privacy and data security, safety, daily performance and operations management, emerging crises, strategic planning, process improvement and change management,… [read post]
25 Apr 2017, 3:21 pm by Cynthia Marcotte Stamer
  Sponsors and plan fiduciaries also need to be concerned about other risks beyond sponsoring employers’ excise tax liability exposures for sponsoring a non-compliant group health plan. [read post]
5 Apr 2017, 1:43 pm by Cynthia Marcotte Stamer
She supports her clients both on a real-time, “on demand” basis and with longer term basis to deal with daily performance management and operations, emerging crises, strategic planning, process improvement and change management, investigations, defending litigation, audits, investigations or other enforcement challenges, government affairs and public policy. [read post]
1 Mar 2017, 12:55 pm by Cynthia Marcotte Stamer
Heads up tax-exempt and governmental entities, employer and other qualified employee benefit plan sponsor, fiduciaries, administrators, and recordkeepers and their management, accountants, attorneys, and other service providers and advisors. [read post]
23 Jan 2017, 2:47 pm by Cynthia Marcotte Stamer
She supports her clients both on a real-time, “on demand” basis and with longer term basis to deal with daily performance management and operations, emerging crises, strategic planning, process improvement and change management, investigations, defending litigation, audits, investigations or other enforcement challenges, government affairs and public policy. [read post]
20 Jan 2017, 9:49 am by Renae Lloyd
SC Distributors (a/k/a Strategic Capital) is a leading provider of select alternative investments to financial advisors and their clients, according to their website. [read post]
31 Dec 2016, 12:36 pm by Kelly Phillips Erb
Dion – #CPA Founder & Managing Partner #Tax Consulting Firm / Blogger, Writer, Columnist for State Tax Notes / PROUD Mexican-American #Latina & MOM #StateTax #SalesTax (39) @taxguru – Amit Chandel CPA CTC – Certified Tax Planner/Business Valuations/Tax/Exit Strategies (40) @TaxPro10018 – Patrick Murphy – Enrolled Agent at Block Advisors. [read post]
21 Nov 2016, 5:56 pm by Cynthia Marcotte Stamer
Along with responding to these tax-related risks, leaders and advisors of employee benefit plan and exempt organizations also need to keep in mind the often substantial non-tax related risks that may arise concurrently or evolve from a TEGE or other tax-related audit or investigation. [read post]
19 Oct 2016, 1:04 pm by Cynthia Marcotte Stamer
She supports her clients both on a real time, “on demand” basis and with longer term basis to deal with daily performance management and operations, emerging crises, strategic planning, process improvement and change management, investigations, defending litigation, audits, investigations or other enforcement challenges, government affairs and public policy. [read post]
1 Aug 2016, 9:42 pm by Cynthia Marcotte Stamer
The Brain decision highlights the care that employee benefit plan sponsors, fiduciaries, advisors and service providers and their management must use when responding to allegations or other evidence of wrongdoing relating to an employee benefit plan or its administration, investigating and addressing alleged misconduct or other performance or disciplinary concerns involving parties whose report or involvement in investigations of ERISA or other misconduct could form the basis of a potential… [read post]