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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...
The Power of a Core Group: Fueling Personal and Professional Success
In the pursuit of personal and professional goals, the road to success can be both exhilarating and challenging. While individual determination and self-motivation are essential, there is an undeniable truth: Alone, we may go fast, but together, we can go far. In this...
Introduction to Leverage
In the fast-paced world of business, entrepreneurs and companies prioritize maximizing profits and gaining a competitive edge. One crucial concept to achieve these goals is "leverage." Understanding and implementing leverage can significantly impact a company's...
The Power of Financial Leverage: Unlocking Growth and Maximizing Returns
In the world of business and finance, companies are always looking for ways to optimize their growth and maximize their returns on investments. One strategy that has gained significant attention is financial leverage. This article explores the concept of financial...
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