Search for: "PROFESSIONAL CREDIT AND FINANCIAL SERVICES"
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12 Mar 2013, 12:28 pm
The Internal Revenue Service changed the forms 8863 this year to comply with due diligence requirements imposed by Congress. [read post]
25 Jun 2010, 9:22 am
A House-Senate conference committee has reported out the Dodd-Frank Wall Street Reform and Consumer Protection Act providing for a sweeping overhaul of the regulation of US financial services and markets. [read post]
7 Dec 2018, 2:22 pm
§ 1016.3(e)(2)): An individual who applies to a financial institution for credit for personal, family, or household purposes is a consumer of a financial service, regardless of whether the credit is extended. [read post]
5 Mar 2018, 10:38 am
Tax professionals who receive unsolicited and suspicious emails that appear to be from the IRS or related to the e-Services program also should report it by sending it to phishing@irs.gov. [read post]
5 Sep 2012, 4:17 pm
Also, per the study: • Investors would rather get investment disclosures first before buying an investment service or product or getting involved with a financial intermediary. [read post]
31 Jul 2014, 9:26 am
Posted By Lanae Harden photo credit: Suus Wansink via photopin cc [read post]
31 Jan 2008, 9:01 pm
That’s part of the service for which you are paying and your financial advisor wants you to be comfortable with your investments and financial plan. [read post]
9 Jun 2017, 9:55 am
I firmly believe that tax professionals offer a valuable service and should be compensated fairly. [read post]
20 Jul 2009, 10:35 am
Lawsuit Financial offers a solution for people who are disabled, in litigation over their injury or disability, have poor credit, are facing foreclosure or eviction or have other, serious and immediate, financial needs. [read post]
4 Dec 2012, 9:00 am
The Interim Final Rule narrows the definition of “creditor” in response to legislation passed by Congress in December 2010 (as covered in previous blog posts), excluding from the definition most doctors, lawyers, and other professionals who do not receive full payment at the time their service is furnished. [read post]
6 Jun 2010, 5:10 pm
In 2002, I4 Commerce was granted a federal trademark registration for BILL ME LATER for “credit services, namely providing revolving credit account services and bill payment services to others via the telephone and world wide web. [read post]
19 Nov 2015, 9:45 am
Because there has not been a well-established career line for high quality professional financial counselors, the academic ladder into these jobs is slippery and has more holes than pegs. [read post]
29 Aug 2017, 5:26 pm
This makes Delaware the second state to require credit monitoring services be provided to residents at no cost following a breach. [read post]
24 Jan 2013, 9:05 am
The Federal Financial Institutions Examination Council (FFIEC) has released proposed guidance on the use of social media by financial institutions, including banks, credit unions, and non-bank entities supervised by the Consumer Financial Protection Bureau. [read post]
24 May 2021, 2:40 am
A licensed VASP can only offer services to professional investors. [read post]
11 Jul 2012, 1:32 pm
See Our Related Blog Post: Helping Aging Parents with Money Credit Card Fraud Among the Elderly on the Rise [read post]
26 Mar 2020, 8:00 am
We ask the employer to look at all our options and decide which services will be a part of the client’s financial wellness plan. [read post]
8 Dec 2020, 4:10 am
Perr, co-managing partner of the KDV Philadelphia office and chair of the Consumer Financial Services practice group, was quoted in a Law360 article following his interview with Allison Grande, published on December 7, 2020. [read post]
15 Jul 2012, 8:05 pm
Like the HR professionals responding to the SHRM survey, Jones sees employees tapping retirement plans early to cope with financial problems. [read post]
6 Apr 2015, 9:30 am
In addition, compile a list of the phone numbers for the customer service department at each financial institution or investment company. [read post]
