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4 Aug 2008, 8:55 pm
In-house benefits managers should be on the lookout for advisors recommending early retirement under 72(t) and FINRA is offering to train corporate benefits managers and financial advisors who run in-house seminars. [read post]
17 May 2021, 11:56 pm by Dan Zammit
Speak with a financial advisor An independent financial adviser (IFA) is a professional financial advisor regulated by the Financial Conduct Authority (FCA). [read post]
27 May 2021, 2:05 am by James Davis, Editor, HR Daily Advisor
What’s great about that is I actually really liked tax, strategy, and accounting. [read post]
26 May 2015, 2:50 pm by nedaj
“Investment decision” is not defined in the Advisers Act; however, the Division provided an illustrative list of decisions that would qualify as “investment decisions,” including preparing or filing taxes for the trust; keeping records for the trust; and distributing periodic statements or disclosures to trust beneficiaries. [read post]
26 May 2015, 2:50 pm by nedaj
“Investment decision” is not defined in the Advisers Act; however, the Division provided an illustrative list of decisions that would qualify as “investment decisions,” including preparing or filing taxes for the trust; keeping records for the trust; and distributing periodic statements or disclosures to trust beneficiaries. [read post]
19 Apr 2018, 12:44 pm by Kellie McTammany
We know that the only two givens in life are “death and taxes,” right? [read post]
27 May 2017, 1:56 pm by Josh Blackman
Ignoring the errors highlighted by the three pointed dissents, the majority opinion covers these gaps with papier-mâché bulwarks, seemingly designed to last only as long as needed to hold President Trump at bay. [read post]
30 Mar 2011, 7:01 am by Theo Francis
Inc. as its financial advisor to assist in this process. [read post]
22 Jul 2013, 4:09 pm by Adina T. Stern, Esq.
You should consult with your tax advisor and attorney to determine how you are going to hold the company. [read post]
25 Oct 2007, 11:01 am
However, Virgin Money is quick to point out that they are not a bank, law firm, real estate professional, tax advisor, lender, or loan broker. [read post]
24 Nov 2015, 4:40 pm by Kyle Krull
Friends, family and other professional advisors are trustworthy sources. [read post]
1 Mar 2009, 4:21 pm
  Many of the provisions of the subsidy were administratively impossible (hmmm, a negative tax liability on a 941?). [read post]
30 Apr 2009, 11:51 pm
BLR's HR Daily Advisor advises that there are legal issues that employers must consider before implementing an employee reward program, specifically discrimination, wage & hour, and tax issues. [read post]
22 Oct 2021, 7:00 am by Gene Takagi
We all need to stay on top of the ever-changing schemes to trick donors, charities, and their advisors out of money and data. [read post]
31 Oct 2015, 5:30 am by Adam Weinstein
From January 2007 until January 2009, Lopinto was associated with Pointe Capital, Inc. [read post]
14 Mar 2016, 8:27 am by Adam Weinstein
From June 2014 until June 2015, McMahon was registered with Four Points Capital Partners LLC. [read post]
29 Jul 2011, 2:55 pm by Colin O'Keefe
 Topics covered thus far include insurance, land use planning, tax matters and litigation. [read post]