Home

Latest Discussions

  • Posted in: SOLE Practitioners

    Hi Ember, I have a two resources for you to consider! Check out Simply Paraplanners at  https://simplyparaplanner.com/ ...

  • Posted in: SOLE Practitioners

    Hi everybody just signed up for this community and I'm happy we have a place for us solos! I am wondering ...

  • Posted in: SOLE Practitioners

    How did i not know this was here? Thank you, Dick! ------------------------------ Arlene Moss Executive ...

Still Awaiting Reply

  • Posted in: Business Success

    What are your thoughts on this article from the December 2019 JFP, written by Paula Harris? http://www.onefpa.org/journal/Pages/DEC19-The-Financial-Coach-the-Future-Financial-Adviser.aspx ...

  • Need more information on year-end tax planning?  Check out this article from the November 2019 JFP, written ...

  • One of my co-workers mentioned that she thought the tax rule preempting an individual who has a traditional ...

Job Board

  • Westborough, Massachusetts, 3+ years of experience is required. Must hold CFP ®  designation along with Securities licenses 7 and/or 63. Experience in financial planning software (preferably Emoney). Insurance experience and lic
  • North Bend, Oregon, Licensed Certified Public Accountant  Our well established local public accounting firm seeks an exceptional CPA with three to five years public accounting experience. The ideal candidate will have a
  • Chestnut Hill, Massachusetts, This position will offer exposure to complex tax returns including partnerships and corporations.  The Tax Senior will take ownership of their engagements and regularly participate in client meetings
  • Denver, Colorado, QUALIFICATIONS/EXPERIENCE: 1+ years of financial services experience post-college. Interest in transitioning into a client-facing role in 18-24 months. Series 65 license required (or m
  • Eugene, Oregon, Required Qualifications: Bachelor’s degree in a relevant field. At least five years of experience in senior-level leadership role. Experience in a healthcare setting. The CFO is required to have a s

Announcements

Recent Blogs

Most Active Members