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Navigating Tax Landscape: Strategies for Businesses and Individuals
During tax return filing season, individuals and businesses need to plan strategically to ensure a smooth and successful experience. In this comprehensive guide, we'll explore considerations and proactive measures to optimize tax outcomes. Maximizing Deductions and...
The Case for Creating a Credit Union Foundation
Credit unions first appeared in the United States back in the 19th century and they have always been champions of community-focused banking. At the core of every credit unions’ mission is a fundamental commitment to serve their members as well as the regions, cities,...
SingerLewak LLP – Riding a wave into the Aloha State, SingerLewak combines with Lemke, Chinen & Tanaka
SingerLewak LLP, a top 100 accounting and consulting firm based in the U.S. since 1959 has announced its intention to combine with Lemke, Chinen & Tanaka. Since 1943 Lemke, Chinen & Tanaka have provided audit, back-office accounting, tax preparation, and...
Maximizing Your Legacy: The Crucial Role of Estate Planning
Estate planning is a crucial aspect of financial management that goes beyond just distributing your wealth. It involves a strategic approach to maximizing your legacy, mitigating taxes, and fostering harmony among loved ones. In this article, we delve into the key...
Expanding our horizons in the Golden State: SingerLewak welcomes Jerome Bellotti & Associates
SingerLewak, a leading West Coast based accounting and consulting firm, is pleased to announce its combination with Jerome Bellotti & Associates, a full-service accounting and tax firm based in Los Gatos, California. For over 25 years Jerome Bellotti &...
Financial Accounting Foundation Names David Finkelstein to the Private Company Council
The Board of Trustees of the Financial Accounting Foundation (FAF) has appointed David Finkelstein to the Private Company Council (PCC), effective January 1, 2024. Mr. Finkelstein replaces former PCC member Jeremy Dillard, who was appointed as a PCC member in January...
IT Spend 2024: things are very different now – what should we budget for?
With 2024 around the corner, many entities are working through their IT budgeting process. Clearly, things are very different than they were a year ago; your ’24 IT budget is likely impacted by these elements, at a minimum: Interest rates have limited business’...
SingerLewak Announces Additional Growth in the Orange County California Market
SingerLewak, a Top 100 firm, is combining operations with HBLA. SingerLewak, a Top 100 firm headquartered in Los Angeles, California, with additional locations in Northern California, Colorado, Georgia, Nevada, Oregon, and Texas, is combining operations with HBLA....
SingerLewak LLP – Here we grow again in the Greater Los Angeles area with the merger of Thousand Oaks-based firm JRRO, LLP
SingerLewak LLP, a top 100 accounting and consulting firm based in the U.S. since 1959 has announced its intention to merge with JRRO, LLP. JRRO is a firm of business advisers and tax professionals. JRRO serves small and middle-market business clients and individuals...
Effective Communication in Financial Consulting
Effective communication is essential to help clients achieve their financial goals and build long-lasting relationships. Clear, transparent, and empathetic communication is the foundation of successful financial advisory services. In financial consulting, clear and...
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