Klingenstein Fields Wealth Advisors releases White Paper on alternative investments
Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Wealth Advisors has released a white paper discussing the role of alternative investments in a diversified portfolio. Many investors today are looking for new sources of diversification and uncorrelated sources of return. As a result, alternative investments have experienced significant growth, particularly among high-net-worth investors.
BNP Paribas Brings SmartStops Online Risk Management Tools to Italian Finance Market
Mortgage and Finance News: (SAN FRANCISCO, Calif.) SmartStops, an online service that helps investors of all levels manage investment risk, announced today that it has extended its relationship with BNP Paribas and is now available to investors in the Italian market.
Estate Planning Council of Cleveland Honored as 5 Star Council by the National Association of Estate Planners and Councils
Mortgage and Finance News: (CLEVELAND, Ohio) The Estate Planning Council of Cleveland will be recognized as a 5 Star Council by the National Association of Estate Planners and Councils as a part of the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award program.
LeaseAccelerator to Host Educational Webinar on New Lease Accounting Standards
Mortgage and Finance News: (GREAT FALLS, Va.) LeaseAccelerator, the leader in Equipment Lease Management Software, announced today that it will be hosting a webinar on the forthcoming Lease Accounting Standard changes. The company's experts have been closely monitoring the latest proposals and comments on both FASB 842 and IFRS 16.
Massey Consulting helps Eli Global position for growth with Intacct ERP
Mortgage and Finance News: (RALEIGH, N.C.) Massey Consulting, a leading accounting software consulting firm, will assist Eli Global and companies with the implementation and configuration of cloud-based, best in class, Intacct ERP.
JOSEPH EVE to Host CFO Roundtable for Tribal Financial Officers in Minnesota and Oklahoma
Mortgage and Finance News: (KALISPELL, Mont.) JOSEPH EVE, a firm of experienced accounting and technology professionals, will be hosting CFO Roundtables for Tribal Financial Officials in Minnesota and Oklahoma.
Philip Massey, CPA, Among Featured Speakers at Accounting Principals Event at North Carolina Museum of Art
Mortgage and Finance News: (RALEIGH, N.C.) Philip Massey, CPA and president of Massey Consulting is among the featured speakers at an event for CPAs hosted by the Raleigh office of Accounting Principals. The all day event will be held at the North Carolina Museum of Art from 9 a.m. to 4 p.m. on Tuesday, Oct. 27, 2015.
PitBullTax Releases New Version of Fully Integrated IRS Tax Resolution Software
Mortgage and Finance News: (CORAL SPRINGS, Fla.) PitBullTax Software version 3.0 is now available. Designed for tax professionals who are seeking to take their tax resolution business to the next level, this new and more robust version packs one mean bite. With the available fully integrated IRS transcript delivery, analysis and reporting module, it continues to raise the bar as the nation's leading IRS tax resolution software for CPAs, enrolled agents and tax attorneys.
Art Portfolio Management System launched by Fine Art Investment Firm ArteQuesta
Mortgage and Finance News: (MILL VALLEY, Calif.) ArteQuesta announces its new software for art collectors, the Art Portfolio Management System. 'From a collector's standpoint, our software offers simplicity for managing a collection without cutting corners or lowering standards,' comments Rayah Levy, ArteQuesta's Founder and Director.
Therapy Partner launches automated industry technology to assist clinicians with the mandatory Oct. 1, 2015, ICD-10 conversion
Mortgage and Finance News: (DENVER, Colo.) Beginning Oct. 1, 2015 all HIPAA Covered Entities must utilize ICD-10 Codes. Therapy Partner, the fastest growing practice management system for therapists, psychologists, and psychiatrists has just launched automated technology that easily converts all patient diagnostic codes from the former DSM-4/ICD-9, to the new required ICD-10.
U.S. Senate Candidate Tom Del Beccaro Announces Major Endorsement by Economist Larry Kudlow
Mortgage and Finance News: (WALNUT CREEK, Calif.) Tom Del Beccaro, former Chairman of the California Republican Party and U.S. Senate candidate, today announced Economist Larry Kudlow's endorsement of him for U.S. Senate.
JOSEPH EVE Named Intacct Partner of the Month
Mortgage and Finance News: (KALISPELL, Mont.) JOSEPH EVE CPAs, a firm of experienced accounting and technology professionals, was named Intacct Partner of the Month for August 2015. In July, JOSEPH EVE (JE) was named an Intacct Premier Partner.
LeaseAccelerator Achieves SAP Certification for Integration as Powered by SAP NetWeaver
Mortgage and Finance News: (GREAT FALLS, Va.) LeaseAccelerator Inc., the market-leader in Equipment Lease Management (ELM) software, today announced that its LeaseAccelerator(R) software-as-a-service (SaaS) solution has attained SAP-certification with SAP's ERP platform as powered by the SAP NetWeaver(R) platform. LeaseAccelerator(R) has been proven to integrate with SAP(R) solutions, offering the most advanced capital lease accounting capabilities available to equipment lessees.
EB-5 Investment for Caffe Primo San Diego approved by U.S. Citizenship and Immigration Services
Mortgage and Finance News: (COSTA MESA, Calif.) PDC Capital Group LLC has announced that United States Citizenship and Immigration Services has approved an I-526 petition filed by an investor in a new Caffe Primo restaurant in San Diego.
Massey Consulting Named to Intacct President’s Club
Mortgage and Finance News: (RALEIGH, N.C.) Massey Consulting, a leading accounting software consulting firm, has achieved membership in the Intacct President's Club for the second year in a row (2015). This coveted sales and customer satisfaction award, given annually by Intacct to its top-performing channel partners, recognizes value added resellers (VARs) for their success in helping clients.
Revenue Recovery Expert Terry Massey Joins The Oncology Group
Mortgage and Finance News: (AUSTIN, Texas) The Oncology Group today announced that Terry Massey has joined the company as vice president. Mr. Massey will lead The Oncology Group's newest consulting service, revenue recovery.
JOSEPH EVE Exhibiting at 102nd Annual Conference of the MSCPA
Mortgage and Finance News: (KALISPELL, Mont.) JOSEPH EVE CPAs will be participating at the 102nd Annual Conference of the Montana Society of Certified Professional Accountants to be held June 18-19, 2015 in Kalispell, Montana. The 2015 Annual Conference theme is 'Jump In!' and will include a profession update from the AICPA Chair as well as a number of technology sessions including Cloud Accounting 101.
JOSEPH EVE Leading Classes at Tribal Gaming Regulators and Commissioners Certification Series
Mortgage and Finance News: (KALISPELL, Mont.) JOSEPH EVE CPAs Partner Joseph Eve and Lindan Elliot will teach two sessions at the Tribal Gaming Regulators and Commissioners Level II Training Certification Series June 9, 2015 at KwaTaqNuk Resort Casino in Poulson, Montana. In addition to accounting and audit services, JOSEPH EVE is the developer of CasinoEdge powered by Intacct.
eSignSystems to Speak on a Panel Session at IASA Conference on Topic of the eSignature Customer Experience
Mortgage and Finance News: (TUCSON, Ariz.) eSignSystems has announced that it will be holding a panel session at the Insurance Accounting and Systems Association's (IASA) 87th annual Education Conference and Business Show. The panel is entitled 'The Customer eExperience! Making it Seamless with eSignatures and eDelivery.' Brad Dupont of eSignSystems will be both moderating and speaking on the panel.
MEDITE Cancer Diagnostics, Inc. Announces Change of Auditor
Mortgage and Finance News: (ORLANDO, Fla.) Cancer Diagnostics, Inc. (OTCQB symbol: 'MDIT' / OTCBB:MDIT), specializing in the development, manufacturing and marketing of molecular biomarkers and premium medical devices for detection, risk assessment and diagnosis of cancer and precancerous conditions, announces change of auditors.
JOSEPH EVE Will Present ‘4 Casino Accounting Trends to Watch in 2015’ at Great Plains Indian Gaming Conference
Mortgage and Finance News: (KALISPELL, Mont.) Casino Accounting and Intacct experts Joseph Eve and Lindan Elliott of JOSEPH EVE CPAs will present '4 Casino Accounting Trends to Watch in 2015' at the Great Plains Indian Gaming Conference May 18 - 20, 2015 at Mystic Lake Casino in Prior Lake, Minnesota.
Healthcare Insights to Present Session on Costing Solutions at 2015 International MUSE Conference in Nashville
Mortgage and Finance News: (LIBERTYVILLE, Ill.) Healthcare Insights, LLC, a leader in providing financial management software and services to hospitals and health systems nationwide, will be presenting its solutions for reducing healthcare costs and improving patient care during the annual International MUSE Conference in Nashville.
LeaseAccelerator Hires Enterprise SaaS Sales Expert Jay McGlynn to Scale Business
Mortgage and Finance News: (GREAT FALLS, Va.) LeaseAccelerator announced today that sales leader and go-to-market strategist Jay McGlynn has joined the company as Chief Revenue Officer. Jay brings more than 40 years of enterprise technology sales experience to a team delivering comprehensive Equipment Lease Management (ELM) solutions to Fortune 1000 companies.
‘Nonprofit Enrichment Series’ Webcasts Focus on Financial Management for Nonprofit Organizations
Mortgage and Finance News: (SEATTLE, Wash.) Seattle-based nonprofit fund accounting and software specialist, Vicki Welter, CPA, is offering a free monthly online program, the Nonprofit Enrichment Series. The Nonprofit Enrichment Series covers a variety of financial management topics for nonprofit organizations.
iFOS Awarded EPA Grant Monitoring and Technical Assistance 5-Year Contract
Mortgage and Finance News: (COLUMBIA, Md.) iFOS (Intelligent Fiscal Optimal Solutions) today announced it has received award notification to conduct Grant Monitoring Reviews and Technical Assistance at the United States Environmental Protection Agency (EPA). The contract is a firm fixed price contract with a five-year performance period.
Tax Puzzle: Millions Expected to Forego Deductions as High as $4,750 for Long-Term Care Insurance
Mortgage and Finance News: (KIRKLAND, Wash.) Every year tens of millions pass up a few hundred to a few thousand dollars - tax deductions for owning long-term care insurance. How come? Four sales leaders with ACSIA Partners point to psychological obstacles and suggest ways around them. ACSIA Partners is one of America's largest long-term care insurance agencies.
AXIS Integrated Solutions CRM Team Attending Worldwide Sage CRM Boot Camp in Ireland
Mortgage and Finance News: (ST. LOUIS, Mo.) The AXIS Integrated Solutions (AXIS) Customer Relationship Management (CRM) team will be attending a worldwide Sage CRM boot camp (Feb. 16-19, 2015) in Ireland. Hosted by Sage, and open to Sage CRM experts from around the world, the event will focus on the commercial application, product functionality, and technical aspects of the latest version of Sage CRM v7.3.
Healthcare INSIGHTS Earns Fourth Consecutive KLAS #1 Budgeting Software Distinction
Mortgage and Finance News: (LIBERTYVILLE, Ill.) According to the just-released 2014 Best in KLAS: Software and Services report, Healthcare Insights, LLC (HCI), which provides integrated hospital financial management and cost accounting software as well as business process consulting services, continues to lead the industry. For the fourth consecutive year, HCI's INSIGHTS(R) software application again ranked as #1 Category Leader in the Budgeting Software and Services Category.
AccuSure Shows Businesses How to Save Money by Doing Something They Are Legally Required to Do, Anyway
Mortgage and Finance News: (SAN DIEGO, Calif.) AccuSure today announced that is willing to help any Calif. business learn how to comply with one of the most important but overlooked mandates from OSHA (Occupational and Safety Health Administration). Most businesses are required by law to publish a summary of their OSHA 300 log from 02/01 - 04/30 annually.
JMT Consulting Offers Grants for Nonprofits to Purchase Fund Accounting System
Mortgage and Finance News: (PATTERSON, N.Y.) JMT Consulting Group, a premier provider of technology and services to the nonprofit sector, announces the availability of ACCELERATE grants towards the purchase of Abila MIP Fund Accounting software. JMT Consulting will also offer matching grant awards. These grants will award the equivalent of 50 percent of the purchase price of Abila MIP Fund Accounting system up to $10,000.