One of the leading providers of professional tax preparation software, UltimateTax, has announced their new banking partners for 2019. They have also reported details regarding their bank product pricing. For the 2019 tax season, UltimateTax will work primarily with two banking partners, Santa Barbara Tax Products Group (TPG) and EPS Financial, a division of MetaBank,… Read more »
After nearly 30 years helping people sell their life insurance policies for cash settlements, Scott Page has shifted gears to a consultative role apart from the settlement industry he helped create. So, the guy who helped make Betty White a spokesperson for a senior financial solution is now serving as CEO for LifeGuide Partners, an… Read more »
In an industry where the majority of revenue is earned in a 4 month period, it can be difficult to budget for the other 8 months. This leaves many tax professionals in desperate need of cash to get them through the final months leading up to tax season. It is doubly difficult because those final… Read more »
The Kairos Society is specifically recognizing Compound for the way that the firm helps consumers access the world’s best real estate markets through its family of real estate thematic funds (ReTFs). These funds, which are available to a broad range of institutional and retail investors, each own and manage a portfolio of properties in markets… Read more »
Budgetboost.co to provide budgeting and financial experts services exclusively to those who need financial planning. Budgeting is a way of developing a plan on how to spend the money wisely. It is essential to create a spending plan since it is helpful in determining in advance whether a person have adequate money in his pocket… Read more »
