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Managing Director of Tax Solutions | XY Planning Network

16 hours ago

Bozeman, Montana, Required Qualifications : CPA 5+ years of tax experience in public accounting, or related field Lacerte tax software or equivalent experience Ability to work both collaboratively with teamma
Internal Audit Director | Erie Insurance Group

3 days ago

Erie, Pennsylvania, Bachelor’s degree in business, finance, accounting, management information systems, information technology, or a related field. Master’s degree preferred. Ten years of experience in internal auditing,
Finance Director | Cedarwood Waldorf School

4 days ago

Portland, Oregon, Qualifications: BA in Accounting or equivalent Ability and desire to work cooperatively as a member of a team School experience preferred or equivalent experience in non-profit management St
Senior Tax Manager, North America | Treasury Wine Estates

4 days ago

Oakland, California, Key Requirements: Bachelor's degree in accounting, business, law, commerce or related field required; CPA qualified (preferred). 5+ years corporate income tax experience, including previous man
Registered Client Services Associate – Wealth Management | Lockerman Financial Group

4 days ago

Newport Beach, California, Requirements: must be computer savvy to include extensive experience with Microsoft Office, strong attention to detail, quick independent learner, highly organized, ability to multi-task and prioritiz

https://jobboard.onefpa.org/

Reverse Mortgage Purchase Strategy

By: Kent Kopen, CRMP, CLA, MBA 2 months ago

Posted in: Retirement Planning

The Reverse Purchase Strategy may allow financial planners ...
Selling a Timeshare/Vacation Membership

By: James Ronn, CFP® 4 months ago

I have a client who is looking to sell their Vacation ...

Katie Vercio, CFP®
Evergreen Gavekal

310 Points
A. Raymond Benton, CFP®, CRPC®, EA

270 Points
Karen McDade, CFP®, AIF, CDFA
Ashton Thomas Private Wealth
Scottsdale, AZ

245 Points