Plante Moran

HubSync Revolutionizes the R&D Tax Credit Process for CPA Firms

Retrieved on: 
Thursday, February 1, 2024
Accounting, Professional Services, Finance, Data management, Research, CPA, Collection, Investment, Documentation, IRS, Research and development, Plante Moran, Face, Organization, Bookkeeping

HubSync , a leading CPA firm technology platform, today announced an innovative new Research and Development (R&D) Tax Credit product to streamline the complex process of collecting, organizing, and submitting R&D tax credit data supporting taxpayer claims sent to the IRS for processing.

Key Points: 
  • HubSync , a leading CPA firm technology platform, today announced an innovative new Research and Development (R&D) Tax Credit product to streamline the complex process of collecting, organizing, and submitting R&D tax credit data supporting taxpayer claims sent to the IRS for processing.
  • HubSync developed this new platform in close collaboration with Plante Moran , one of the nation's largest audit, tax, consulting, and wealth management firms and a leader in the R&D Tax Credit market.
  • "We are thrilled to expand the HubSync end-to-end platform to now include a paradigm-shifting CPA firm and client experience for R&D Tax Credits," said John McGowan, Founder and CEO of HubSync.
  • Deliverable Wizard: HubSync's R&D Tax Credit Deliverable Wizard introduces a robust document generator utilized by Plante Moran to build comprehensive IRS R&D tax credit claim submissions for each client.

Porte Brown Names Five New Partners: Bondi, Ciechanski, Dekhtyar, Rothmann & VonDrasek

Retrieved on: 
Thursday, January 25, 2024
Research, Partner, University, Committee on Finance, Northeastern Illinois University, Growth, Plante Moran, Psychology, ELK, Elmhurst University, QuickBooks, Organization, Communication, Certified Public Accountant, American Institute, Alumni association, Lake Forest College, MST, Commerce, Partnership, Northern Illinois University, Strategic planning, CPA, University of Illinois Urbana-Champaign, Committee

William "Bill" Rothmann is a member of Porte Brown's Tax Department and is the Partner in Charge of the firm's McHenry office.

Key Points: 
  • William "Bill" Rothmann is a member of Porte Brown's Tax Department and is the Partner in Charge of the firm's McHenry office.
  • Rachel VonDrasek leads Porte Brown's Multi State Tax Department where she provides multi state compliance and research to the firm's clients.
  • Prior to working at Porte Brown, Rachel was a tax manager at Plante Moran for nearly five years.
  • "Porte Brown is a firm that is known for pushing boundaries and embracing fresh perspectives and ideas," said Joe Gleba, CEO / Managing Partner.

Mesirow Broadens Wealth Management Capabilities with Appointment of Estate Planning Specialist Rebecca Solomon

Retrieved on: 
Wednesday, December 13, 2023
Wealth management, Investment advisory, Plante Moran, Ernst & Young, Capital market, Growth, Estate, RIA, Financial services, Mesirow

CHICAGO, Dec. 13, 2023 /PRNewswire/ -- Mesirow, an independent, employee-owned financial services firm, today announced the appointment of Rebecca Solomon as an Estate Planning Specialist within its Wealth Management group.

Key Points: 
  • CHICAGO, Dec. 13, 2023 /PRNewswire/ -- Mesirow, an independent, employee-owned financial services firm, today announced the appointment of Rebecca Solomon as an Estate Planning Specialist within its Wealth Management group.
  • In her new role, Rebecca will serve as a centralized, specialized estate planning resource for Mesirow's Wealth Advisor teams, enhancing the firm's ability to deliver customized, comprehensive wealth plans to its clients.
  • Rebecca's extensive experience encompasses estate planning, estate tax reduction strategies, business succession, and philanthropic planning.
  • "Rebecca's appointment as an Estate Planning Specialist underscores Mesirow's commitment to delivering comprehensive and tailored wealth planning solutions to our clients," said Brian Price , Head of Mesirow Advisory Services.

Conifer Holdings Announces Estimated Storm Losses for Second Quarter 2023

Retrieved on: 
Friday, July 28, 2023
Bank statement, Eastern Time Zone, PLLC, Convection, Conifer, Plante Moran, Security (finance)

BIRMINGHAM, Mich., July 28, 2023 (GLOBE NEWSWIRE) -- Conifer Holdings, Inc. (Nasdaq: CNFR) (“Conifer” or the “Company”) today announced preliminary unaudited pre-tax net catastrophe loss estimates for the second quarter ended June 30, 2023.

Key Points: 
  • BIRMINGHAM, Mich., July 28, 2023 (GLOBE NEWSWIRE) -- Conifer Holdings, Inc. (Nasdaq: CNFR) (“Conifer” or the “Company”) today announced preliminary unaudited pre-tax net catastrophe loss estimates for the second quarter ended June 30, 2023.
  • The Company expects pre-tax catastrophe losses of approximately $5.4 million during the second quarter ending June 30, 2023.
  • These losses stemmed predominantly from the multiple convection storms that largely impacted Oklahoma and Texas in the second quarter.
  • Excluding the impact of these storm-related losses, in the second quarter of 2023, the Company estimates it would have posted net income of approximately $700,000.

TARA Partners with Plante Moran to Deliver Cutting-Edge Risk-Based Vulnerability Management

Retrieved on: 
Monday, July 24, 2023
Workload, Organization, Risk management, Partnership, Intelligence, TARA, Machine learning, Automation, Risk, Plante Moran, Medical device

CLARKSTON, Mich., July 24, 2023 /PRNewswire/ -- TARA, an industry leading risk-based vulnerability management platform, has announced a strategic partnership with Plante Moran, a top accounting and advisory firm.

Key Points: 
  • CLARKSTON, Mich., July 24, 2023 /PRNewswire/ -- TARA, an industry leading risk-based vulnerability management platform, has announced a strategic partnership with Plante Moran, a top accounting and advisory firm.
  • Together, Plante Moran and Security Vitals, the developer of TARA, will offer a managed services platform that will transform the way organizations manage their cybersecurity risks.
  • The partnership with Plante Moran expands TARA's reach and brings its innovative technology to a wider range of organizations.
  • "We're thrilled to partner with TARA," said Mike Lipinski, Partner at Plante Moran.

CAI Named on Newsweek’s America’s Greatest Workplaces 2023 List

Retrieved on: 
Thursday, July 6, 2023
Workforce, CAI, Workplace, Interface (computing), American business history, Inclusion, Health, Plante Moran, Management, Newsweek, Diversity

ALLENTOWN, Pa., July 06, 2023 (GLOBE NEWSWIRE) -- CAI , a global technology services firm, today announced its recognition as one of America’s Greatest Workplaces 2023 by Newsweek and Plant-A Insights Group.

Key Points: 
  • ALLENTOWN, Pa., July 06, 2023 (GLOBE NEWSWIRE) -- CAI , a global technology services firm, today announced its recognition as one of America’s Greatest Workplaces 2023 by Newsweek and Plant-A Insights Group.
  • The ranking of America’s Greatest Workplaces 2023 identified the top 1,000 companies in the United States.
  • “We take immense pride in the collaborative and supportive culture we have built,” said Tammy Harper, chief human resources officer at CAI.
  • Newsweek is highlighting CAI as the kind of company that respects its people and invests in its culture.”
    This recognition is CAI’s second Newsweek honor having been named on America’s Greatest Workplace for Diversity list in January.

Executives at Blue Chip Partners Named to Forbes' 2023 List of Best-In-State Wealth Advisors

Retrieved on: 
Thursday, May 25, 2023
Certification, Trusted operating system, Blue Chip Economic Indicators, Climate Data Operators, Blue chip, Amand Vanderhagen, Comerica, CMT, Plante Moran, Adviser, Business administration, JD, Registered investment adviser, CPA, Cody, Growth, Research, Central Michigan University, Certified Financial Planner, Financial adviser, Finance, Trust

FARMINGTON HILLS, Mich., May 25, 2023 /PRNewswire/ -- Blue Chip Partners ("Blue Chip"), an award-winning, independent Registered Investment Advisor and comprehensive wealth management firm located just outside of Detroit, recently had two executives named to Forbes' 2023 list of Best-In-State Wealth Advisors. In the 2023 rankings, CEO Robert Steinberg, JD, CPA, CFP® and Managing Partner Dan Seder, CFA®, CMT, CFP® were both listed, ranking #17 and #18 respectively in the state of Michigan.

Key Points: 
  • FARMINGTON HILLS, Mich., May 25, 2023 /PRNewswire/ -- Blue Chip Partners ("Blue Chip"), an award-winning, independent Registered Investment Advisor and comprehensive wealth management firm located just outside of Detroit, recently had two executives named to Forbes' 2023 list of Best-In-State Wealth Advisors .
  • "Dan and I are both very proud to be named top wealth advisors in Michigan by Forbes," said Robert Steinberg, Founder and CEO of Blue Chip Partners.
  • To see the full list of Forbes' 2023 Best-In-State Wealth Advisors rankings, click here .
  • This Spring, Blue Chip Partners welcomed a new Director of Portfolio Operations to their team: Andrea Cloutier .

Vivos Therapeutics Announces Additional Strategic Initiatives Aimed at Accelerating Anticipated Timeline for Cash Flow Positive Operations

Retrieved on: 
Tuesday, May 9, 2023
Workforce, LLP, Bank statement, COVID-19, Vivos, Plante Moran, Moss Adams, System, Therapy, Very important person, Pharmaceutical industry, PLLC

These initiatives touch most aspects of Vivos’ operations and include expense reductions, product suite expansion, and organizational changes that included an approximate 17% reduction of its workforce.

Key Points: 
  • These initiatives touch most aspects of Vivos’ operations and include expense reductions, product suite expansion, and organizational changes that included an approximate 17% reduction of its workforce.
  • These initiatives are in addition to cost saving measures previously announced by Vivos.
  • As a result, Vivos is accelerating its target times for achieving positive cash flow by a full quarter.
  • Our goal is to achieve these targets without having to raise any further equity capital, if possible,” Mr. Huntsman concluded.

First Farmers and Merchants Corporation Holds Annual Meeting of Shareholders

Retrieved on: 
Thursday, April 20, 2023
Banking, Professional Services, Finance, OTC Markets Group, FleetBoston Financial, Legacy Award, First Merchants Corporation, Agriculture, Equal Justice Initiative, PLLC, African, League, Middle Tennessee State University, Community college, Innovation, Master, Columbia State Community College, Assistant, First, Master of Science, Legacy Awards (NLBM), Nova Southeastern University, City, Plante Moran, Access, Diversity, Soybean, Woman, American Farm Bureau Federation, Farmer, Management, Science

In comments made at the annual meeting of shareholders, Brian K. Williams, First Farmers’ Chairman and CEO, said, “First Farmers achieved the highest level of earnings in our 113-year history, and I want to thank all our team members for their contributions in reaching this milestone.

Key Points: 
  • In comments made at the annual meeting of shareholders, Brian K. Williams, First Farmers’ Chairman and CEO, said, “First Farmers achieved the highest level of earnings in our 113-year history, and I want to thank all our team members for their contributions in reaching this milestone.
  • Our team is passionate about our mission and values as a community banking partner, and we look forward to continued progress in 2023.
  • “We are also pleased to announce the addition of Dr. Christa S. Martin and W. Eric Mayberry as new members of First Farmers’ Board of Directors.
  • Shareholders also re-elected the eight incumbent Directors of First Farmers and Merchants Corporation for a one-year term, including:

Maranon Announces Additions to Portfolio Team

Retrieved on: 
Wednesday, November 30, 2022
Professional Services, Business, Other Professional Services, Finance, Asset Management, Personal Finance, LLP, University, Capital, Ohio State University, Marañón, Max, Specialization, PLLC, Michigan State University, Business administration, Consultant, Business, Plante Moran, FTI Consulting, Investment, Notre Dame

Maranon Capital, L.P. (Maranon) announced today the addition of Tariq Beach, Bill Degnan and David Lee to the portfolio team.

Key Points: 
  • Maranon Capital, L.P. (Maranon) announced today the addition of Tariq Beach, Bill Degnan and David Lee to the portfolio team.
  • Tariq joins Maranon as an Analyst.
  • in Business Administration with a specialization in Finance from the Max M. Fisher College of Business at The Ohio State University.
  • Bill joins Maranon as an Analyst.