Finance
KBKG Welcomes Three New Principals to Their Cost Segregation and Research & Development Tax Credit Services
PASADENA, Calif. — Nationwide tax specialty firm KBKG promoted Eddie Price to Principal of Cost Segregation Services, as well as Paul McVoy and Jonathan Tucker to Principals of Research & Development Tax Credit Services….
LBA Ware Announces Mortgage Industry Outlook Webinar Featuring Mortgage Bankers Association Chief Economist Michael Fratantoni
MACON, Ga. — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today announced it will debut its quarterly webinar series with a 2021 mortgage industry outlook session featuring Mortgage Bankers Association (MBA) chief economist and senior vice president, research and industry Michael Fratantoni….
Los Angeles Based CPA Firm Announces New Principal, Stacey R. Korman, CPA, MST
PASADENA, Calif. — KROST CPAs and Consultants, the Los Angeles based firm, has announced a new Principal, Stacey R. Korman, CPA, MST. Stacey has extensive experience in assurance & advisory and accounting services and since joining the firm she has led the accounting and audit departments….
EPIC Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group
SAN FRANCISCO, Calif. — EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation’s largest independent pharmacy benefit consulting firm into EPIC’s Employee Benefits Consulting practice….
SimpleNexus accelerates momentum in 2020 with one of eight U.S. mortgage loans passing through its homeownership platform
LEHI, Utah — SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced accelerated momentum in 2020 marked by expansive market growth and product innovation….
CA Property Tax Laws Change in 13 Days: To Help Heirs Now Inheriting Property to Preserve Low Property Tax Base – Commercial Loan Corp Offers Free Benefit Analysis
NEWPORT BEACH, Calif. — With only 13 days left before California Proposition 58 property tax breaks undergo changes and limitations imposed by new tax measure Proposition 19, on Feb. 16, 2021 – popular trust lender Commercial Loan Corporation is offering Heirs of Estates and Trust Beneficiaries, who are inheriting a home from parents, a free benefit analysis….
Policy Inspector Partners with FIMC
STOWE, Vt. — Policy Inspector Inc. is pleased to announce we have partnered with FIMC in their new Silver Safeguard benefit program. The Policy Inspector searches for lost insurance policies and annuities for members and their loved ones; including policies on living and deceased policyholders….
EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice
SAN FRANCISCO, Calif. — EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability….
Sales Boomerang Ushers in New Era of ‘Smart’ Borrower Retention with Beta Release of Prescriptive Scenarios
WASHINGTON, D.C. — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, today announced the beta release of Prescriptive Scenarios, a product line of ‘smart’ loan scenarios designed to identify the ideal loan for each borrower….
Taylor Wilshire and the Wilshire Foundation Receive Global Excellence Award While Spearheading International Change During Pandemic
NEW YORK, N.Y. — Taylor Wilshire and the Wilshire Foundation will receive the Global Excellence Award (GEA) from the Consortium of International Social and Financial Responsibility (CISFR) on February 15, 2021. This award highlights the Wilshire Foundation’s outstanding achievements, advancements, and innovations in international business and global affairs….