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As part of their general conduct obligations, all financial services licensees and credit licensees in Australia were required to obtain AFCA membership from 1 November 2018. [read post]
28 Apr 2009, 5:34 am
This industry works with folks AFTER they are in financial trouble, but the "financial literacy" movement which  tries to help folks BEFORE they are in financial trouble is subject to the same lack of evaluation and even reflection. [read post]
23 Sep 2021, 8:00 am by Len Feltoon
The financial professional will then work with the plan member to construct a workable budget. [read post]
22 Dec 2023, 11:26 am by Cynthia Marcotte Stamer
Tax professionals note they continue to be pressured by people wanting to claim credits improperly. [read post]
8 Sep 2022, 8:00 am by Len Feltoon
Our professional will do a budget analysis and respond to the plan members’ needs. [read post]
10 Nov 2022, 12:19 pm by Wiggam Law
Here are some of the hallmarks of a consultant offering fraudulent ERC credit services: Making aggressive, too-good-to-be-true claims about your eligibility and the size of the tax credit you could receive. [read post]
2 Nov 2020, 9:06 am by Karel Frielink
This concerns the introduction of a licensing system to operate as a virtual asset service provider in or from Curacao as a corporation or a professional. [read post]
29 May 2010, 11:08 am by Meaghan Olson
Know Financial Scam Warning Signs When you click on any link on the Esteemed Lending Services page, you’re brought to a page that explains that, had the site been real, you could have been scammed. [read post]
6 Sep 2016, 12:58 pm by Len Feltoon
Advice from Professionals Helps We agree that money is not everything. [read post]
6 Sep 2016, 12:58 pm by Len Feltoon
Advice from Professionals Helps We agree that money is not everything. [read post]
22 Feb 2019, 4:27 pm by BFEliteJasmine
The National Adult Protective Services Association (NAPSA) breaks down financial exploitation of seniors into three categories: (i) scams by strangers, (ii) scams by “professionals,” and (iii) exploitation by “trusted others. [read post]
22 Feb 2019, 4:27 pm by BFEliteJasmine
The National Adult Protective Services Association (NAPSA) breaks down financial exploitation of seniors into three categories: (i) scams by strangers, (ii) scams by “professionals,” and (iii) exploitation by “trusted others. [read post]
22 Feb 2019, 4:27 pm by BFEliteJasmine
The National Adult Protective Services Association (NAPSA) breaks down financial exploitation of seniors into three categories: (i) scams by strangers, (ii) scams by “professionals,” and (iii) exploitation by “trusted others. [read post]
19 Jan 2024, 5:55 am by Megan Dell
In such cases, it might be prudent to engage the services of professionals such as forensic accountants, vocational experts, or other professionals to ensure a fair outcome. [read post]
16 Oct 2023, 7:00 am by Mike Habib, EA
Remember, tax planning is a dynamic process that should be tailored to your unique financial situation, so it’s essential to consult with a qualified tax professional to make the most of these opportunities. [read post]
11 Jul 2019, 8:00 am by Len Feltoon
These professionals work in the community and it is easy to schedule face-to-face meetings. [read post]
7 Jul 2017, 2:00 pm by Kelly Phillips Erb
(AP Photo/Brandon Wade) Looking for continuing professional education (CPE) credits? [read post]
14 Apr 2020, 4:59 pm by Rachel Casper
If you cannot pay your bills: Contact your lenders and loan servicers and inquire about ways to manage your financial hardship without negatively impacting your credit. [read post]
13 Jun 2023, 2:45 pm
This network of professionals may include attorneys, financial advisors, therapists, and social workers. [read post]