Matt Burke, President and COO of Agora Data, Inc., a leading fintech innovator in auto finance, has been named to the Dallas Business Journal’s 2025 40 Under 40 list for his transformative leadership and contributions to the consumer finance industry. Agora Data, Inc. is a leading fintech platform that leverages advanced analytics to optimize consumer… Read more »
Posts Categorized: Financial Services
Expatriate Tax Returns Reminds U.S. Expats About Access to Valuable Tax Credits

U.S. expats have until June 15 to file and claim valuable tax credits like the CTC, EITC, and FTC. File now to reduce your tax bill or increase your refund.
BOSS Shows Firms How to Save Time & Money Choosing the Right Accounting Outsourcing Firm

With 20 years under their belt, BOSS accounting outsourcing lists pitfalls to avoid & proven pathways to help firms get a running start with an outsourcing provider
Stock Comp Tax Masterclass Webinar Series From myStockOptions Offers Special Opportunity For Financial Education And Training

myStockOptions.com is holding a unique three-part masterclass webinar series in May and June on tax planning for stock options, restricted stock and RSUs, and ESPPs.
Celebrating One Year of Independence: Eclipse Private Wealth Management Marks Milestone Under the Leadership of Founder Joel Freedman
Freedman’s commitment to excellence in wealth management is driving growth and client satisfaction.