Monumental Financial Planning Welcomes Seasoned Financial Consultant Gary Presslaff, Expanding Team and Enhancing Client Services
November 11, 2024 20:50 ET
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Monumental Financial Planning
Gary Presslaff joins John Cortale's Monumental Financial Planning team in Washington, DC.
Cornerstone Financing announces $285 million financing from Aquiline and Nomura
October 29, 2024 07:30 ET
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Cornerstone Financing
Cornerstone Financing secures $285M in aggregate financing through global finance investment firms Aquiline and Nomura.
The Education Plan®: 529s Can Be An Estate Planning Tool
October 09, 2024 16:00 ET
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The Education Plan
Santa Fe, NM, Oct. 09, 2024 (GLOBE NEWSWIRE) -- National Estate Planning Week is October 21–27 and it is the perfect time to learn more about how 529 education savings plans can be used as an estate...
Adero Partners Selects Wealth.com as Estate Planning Solution
September 25, 2024 11:11 ET
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Adero Partners
PALO ALTO, CA, Sept. 25, 2024 (GLOBE NEWSWIRE) -- Adero Partners – a high-net-worth wealth management firm recognized as one of Barron’s Top 100 RIA Firms of 2024 and Forbes’ Top RIA Firms of 2023 –...
Optifino Inks Deal with Ryan to Unlock New Tax-Optimization Strategies
August 14, 2024 15:44 ET
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Optifino
Optifino inks partnership deal with Ryan to unlock new tax optimization strategies with tailored life insurance optimized for client goals
Be Proactive: Jumpstart Planning with Elder Law Month Resources
May 01, 2024 12:21 ET
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Foster Swift Collins & Smith
Lansing, Mich., May 01, 2024 (GLOBE NEWSWIRE) -- National Elder Law Month was declared by President Kennedy to help bring awareness to senior care. To help seniors and their families make...
Virtú Investments Launches VRX, a Unique and Tax-Efficient Real Estate Exchange Platform
April 09, 2024 09:01 ET
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Virtú Investments
Virtú Investments launches tax-efficient real estate exchange, enabling tax-deferred reinvestment into multifamily assets and professionally managed fund
PLI Treatise Addresses Income Tax Opportunities and Traps for Transfers After Death
March 27, 2024 12:21 ET
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Practising Law Institute
New PLI Press treatise is an essential resource for tax practitioners and others who advise on estate and income tax matters
Study Finds American Businesses Undervalued by More than 15%
February 29, 2024 12:00 ET
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Capitaliz
Denver, Feb. 29, 2024 (GLOBE NEWSWIRE) -- Capitaliz, a digital platform for business valuation, succession, and exit planning, today announced findings from its latest Value Potential Index™ (VPI)....
SEIA Welcomes April Rosenberry, JD, LLM as Director of Estate, Tax, and Financial Planning
February 21, 2024 09:00 ET
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Signature Estate & Investment Advisors
Los Angeles, CA, Feb. 21, 2024 (GLOBE NEWSWIRE) -- Signature Estate & Investment Advisors (SEIA) recently announced the appointment of April Rosenberry, JD, LLM, as Director of Estate, Tax, and...