Enrolled agent

Cetera Welcomes Rosso Financial Group

Retrieved on: 
Wednesday, February 7, 2024
SAN, AWP, Cetera Financial Group, Enrolled agent, Partner, IRS, Securian Financial Group, Acquisition, Insurance

SAN DIEGO, Feb. 7, 2024 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Anthony Rosso* and the Rosso Financial Group team* have joined Cetera Wealth Management Group via Allied Wealth Partners (AWP). Rosso Financial Group, previously affiliated with Newbridge Securities, is based out of Sea Girt, New Jersey, and is committed to providing prudent investment advice, financial planning, insurance solutions and customized portfolio strategies to clients.

Key Points: 
  • Practice group led by Anthony Rosso joins Allied Wealth Partners, part of Cetera Wealth Management Group, from Newbridge Securities
    SAN DIEGO, Feb. 7, 2024 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Anthony Rosso* and the Rosso Financial Group team* have joined Cetera Wealth Management Group via Allied Wealth Partners (AWP).
  • "We are pleased to welcome Anthony and Rosso Financial Group to our community of talented advisors," said Kjirsten Zellmer, president of Cetera Wealth Management Group.
  • "Rosso Financial Group is made up of a dynamic group of dedicated financial professionals committed to serving clients first and foremost, and I feel confident they will continue to thrive at AWP."
  • Rosso Financial Group is comprised of a team of five financial professionals.

CPAmerica and Surgent Award 2022 Scholarship to CPAmerica Member

Retrieved on: 
Tuesday, September 27, 2022
Preferred provider organization, Enrolled agent, Literature, CPA, Association, CPE, Dream, CMA, Partnership, CPAmerica International, CPAS, McCranie's Turpentine Still, Goal, EA, Accounting, SME, Crowe Global, Airline, Medicine, Real estate

GAINESVILLE, Fla., Sept. 27, 2022 /PRNewswire-PRWeb/ -- CPAmerica is continuing its partnership with Preferred Provider, Surgent by awarding a scholarship for Surgent's CPA Review Course to a CPAmerica member. This partnership began in 2019 and has since awarded 10 scholarships to CPAmerica members.

Key Points: 
  • CPAmerica is continuing its partnership with Preferred Provider, Surgent by awarding a scholarship for Surgent's CPA Review Course to a CPAmerica member.
  • GAINESVILLE, Fla., Sept. 27, 2022 /PRNewswire-PRWeb/ -- CPAmerica is continuing its partnership with Preferred Provider, Surgent by awarding a scholarship for Surgent's CPA Review Course to a CPAmerica member.
  • This year's scholarship winner, Marla McCranie, tax staff accountant with SME, CPAs , had an unexpected path to accounting.
  • McCranie will be using the provided Surgent exam preparation materials to study for the Enrolled Agent exam, one of four exam prep tools offered through this scholarship.

FinishLine Tax Solutions Makes Its Inaugural Appearance on the 2022 Inc. 5000, Ranking #1304

Retrieved on: 
Tuesday, August 16, 2022
COVID-19, CPAS, CEO, Enrolled agent, Inc. (magazine), Solution, IRS, Renewable energy

Since its inception in 2015, FinishLine Tax Solutions has grown 1,150%, and now has more than 75 employees across three states.

Key Points: 
  • Since its inception in 2015, FinishLine Tax Solutions has grown 1,150%, and now has more than 75 employees across three states.
  • With headquarters in Texas, FinishLine Tax Solutions ranked #128 of the fastest-growing companies in the state and #52 in Dallas.
  • "We are honored to have FinishLine Tax Solutions included in this ranking of distinguished companies across the country," said Scott Curley, CEO and co-founder of FinishLine Tax Solutions.
  • FinishLine Tax Solutions is committed to resolving each tax problem in a way that satisfies its clients and the IRS.

Sanctuary Wealth Welcomes First Team from JP Morgan: Praetego Private Wealth

Retrieved on: 
Friday, June 3, 2022
CFP, Sanctuary, AUM, Revenue stream, JP, CEO, Partner, Certified Financial Planner, Founder, Solution, Wealth, Enrolled agent, Technology, Freedom, IRS, JPMorgan Chase, Certification, Internal Revenue Service, Financial adviser

INDIANAPOLIS, June 3, 2022 /PRNewswire/ -- Sanctuary Wealth, home to the next generation of elite advisors, welcomes Praetego Private Wealth, the latest team to leave the world of big banks for Sanctuary's brand of partnered independence. The new firm, based in Trinity, FL, consists of Founding Partners and Private Wealth Advisors Dustin Cali, CFP®, and Daniel Ventura, CFP®, and Client Associate Thomas Solfio and comes to Sanctuary with more than $200 million in client assets under management. 

Key Points: 
  • "As Sanctuary celebrates our fourth anniversary, we're extremely proud to welcome the first team from JP Morgan who has chosen to join Sanctuary," said Jim Dickson, CEO and Founder of Sanctuary Wealth.
  • "We take a holistic approach to our clients' needs that integrates much more than their portfolios into our financial planning," saidDustin Cali, Founding Partner & Private Wealth Advisor, Praetego Private Wealth.
  • "Dustin and Daniel have built a great practice at JP Morgan and as independent business owners are well positioned to grow Praetego Private Wealth to even greater heights with the support that Sanctuary brings to the table," saidVince Fertitta, President of Sanctuary Wealth.
  • The Sanctuary Wealth Group includes the fully owned subsidiaries Sanctuary Advisors, a registered investment adviser, and the broker-dealer Sanctuary Securities, as well as Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Tax and Family Office.

Online Master of Science in Taxation - William Howard Taft University Announces Limited Time Grant Opportunity

Retrieved on: 
Wednesday, March 23, 2022
CPE, AICPA, Enrolled agent, American Institute, Certified Public Accountant, Independent study, Multimedia, American Institute of Certified Public Accountants, Department of the Treasury, Research, Faculty, Program, William Howard Taft University, Continuing education, Documentation, Admission, Curriculum, Student, MST, University, Tutoring, Medicine, Science

LAKEWOOD, Colo., March 23, 2022 /PRNewswire/ -- William Howard Taft University is currently offering a limited time tuition grant for their Master of Science in Taxation (MST) program.

Key Points: 
  • LAKEWOOD, Colo., March 23, 2022 /PRNewswire/ -- William Howard Taft University is currently offering a limited time tuition grant for their Master of Science in Taxation (MST) program.
  • One of the many benefits of Taft University's MST program is that it can be completed 100% online.
  • The time to degree completion may be accelerated or extended, within the guidelines of the University.
  • In addition to convenience, affordability, and flexibility, Taft University has experienced faculty and relevant curriculum.

NexPhase Capital-Backed KnowFully Learning Group Acquires MasterCPE

Retrieved on: 
Tuesday, March 15, 2022
Online, National Association of State Boards of Accountancy, Time, Accounting, Technology, Education, Acquisition, Health, Review, Enrolled agent, Investment, Institute of Internal Auditors, Certified Management Accountant, Multimedia, EAS, ACSM American Fitness Index, CPE, Certified Fraud Examiner, Ethics, CPAS, Federal University of Technology Owerri, CISA, PDF, North Carolina State Board of Education Teaching Certification, Dnata, CE, Industry, Software, NPC, CMAS, Medicine

RADNOR, Pa., March 15, 2022 /PRNewswire/ -- KnowFully Learning Group ("KnowFully" or the "Company"), a NexPhase Capital-backed company and a leading provider of continuing professional education, exam preparation courses, and digital learning solutions to the accounting, finance, and healthcare sectors, today announced the acquisition of MasterCPE.

Key Points: 
  • Online Continuing Education Course Provider Expands KnowFully's Accounting and Finance Portfolio with Asynchronous, Self-Study Offering
    RADNOR, Pa., March 15, 2022 /PRNewswire/ -- KnowFully Learning Group ("KnowFully" or the "Company"), a NexPhase Capital-backed company and a leading provider of continuing professional education, exam preparation courses, and digital learning solutions to the accounting, finance, and healthcare sectors, today announced the acquisition of MasterCPE .
  • MasterCPE courses include all the materials, review questions, final exams, and certificates a learner needs to earn CPE credits.
  • Learn more about how KnowFully Learning Group delivers high-impact education that launches careers, helps professionals thrive, and empowers people and enterprises to perform at their peak at www.KnowFully.com .
  • KnowFully Learning Group provides continuing professional education, exam preparation courses, and education resources to the accounting, finance, and healthcare sectors.

Gleim and Liberty Tax Partner To Provide Improved Tax Education Prep

Retrieved on: 
Thursday, August 26, 2021
Certification, Franchise Group, Twitter, Interest, IRS, EAS, Enrolled agent, Frustration, Continuing education, CIA, CPA, CMA, Time, SEE, Small business, EA, AFSP, Partnership, CEO, Organization, TSX, Life insurance

"I am proud to share that Liberty Tax has partnered with Gleim to provide professional educational materials to its employees," said Lorie Gleim, CEO.

Key Points: 
  • "I am proud to share that Liberty Tax has partnered with Gleim to provide professional educational materials to its employees," said Lorie Gleim, CEO.
  • Liberty Tax corporate and franchise entities will receive preferred pricing on Gleim materials for tax professionals, including EA review, CPA review, AFSP packages, and Continuing Education (CE) hours.
  • Ted DeMarino, President of Liberty Tax, said of the partnership, "At Liberty Tax, we are committed to providing our franchisees and tax preparers the best service and support, while at the same time providing our individual and small business tax clients with unparalleled service and tax expertise.
  • For a more in-depth look, visit Liberty Tax Service and interact with Liberty Tax on Twitter and Facebook.

CeriFi, a Portfolio Company of Leeds Equity Partners, Expands into Tax and Accounting Exam Preparation and Continuing Education with Acquisition of Fast Forward Academy

Retrieved on: 
Wednesday, August 4, 2021
Accounting, Business, Financial services, Certified Public Accountant, Accountant, Management accounting, Certified Management Accountant, Becker Professional Education

NEW YORK, Aug. 4, 2021 /PRNewswire/ --CeriFi, a Leeds Equity Partners portfolio company, today announced the acquisition of Fast Forward Academy (the "Company"), a leading provider of tax and accounting exam preparation and continuing education courses.

Key Points: 
  • NEW YORK, Aug. 4, 2021 /PRNewswire/ --CeriFi, a Leeds Equity Partners portfolio company, today announced the acquisition of Fast Forward Academy (the "Company"), a leading provider of tax and accounting exam preparation and continuing education courses.
  • Founded in 2010, Fast Forward Academy helps candidates pass the Enrolled Agent ("EA") and Certified Public Accountant ("CPA") exams as well as assists tax and accounting professionals in meeting federal and state continuing education requirements.
  • Fast Forward Academy represents the ninth acquisition for CeriFi, a leading provider of financial education, training and certification solutions to the financial services industry.
  • "Fast Forward Academy has built an impressive portfolio of tax and accounting exam preparation and continuing education courses that enable students and professionals to pass their exams, maintain their licensing requirements and excel professionally," said Matthew Given, CEO of CeriFi.

Taxpayers with Crypto-Assets Face Daunting New IRS Challenges

Retrieved on: 
Friday, July 9, 2021
Tax, Taxation in the United States, Internal Revenue Service, Tax investigation, Enrolled agent

These misinformed taxpayers risk being swept up in IRS audits or worse."

Key Points: 
  • These misinformed taxpayers risk being swept up in IRS audits or worse."
  • Mr. Harnsberger continued, "Taxpayers have no understanding of how sophisticated the IRS is and how detailed these new examinations will be.
  • Taxpayers who own crypto currency are going to face daunting new IRS challenges, and the cost for representation in these types of enforcement activities can be significant and the penalties astronomic, even for a modest problem."
  • Mr. Harnsberger is an Enrolled Agent admitted to practice before the IRS and holds an NTPI Fellowship and Paralegal Credential.

National Association of Enrolled Agents Announces the Installation of New Board

Retrieved on: 
Tuesday, May 25, 2021
National Association of Enrolled Agents, Taxation in the United States, NAEA, Articles, Enrolled agent, Economy, Tax advisor, Organizations

WASHINGTON, May 25, 2021 /PRNewswire/ --The National Association of Enrolled Agents (NAEA) welcomed its new Board of Directors on Monday, May 24, 2021, during the association's installation ceremony.

Key Points: 
  • WASHINGTON, May 25, 2021 /PRNewswire/ --The National Association of Enrolled Agents (NAEA) welcomed its new Board of Directors on Monday, May 24, 2021, during the association's installation ceremony.
  • The National Association of Enrolled Agents (NAEA) has been powering enrolled agents, America's tax experts for nearly 50 years and is the only professional association dedicated to EAs.
  • NAEA is a non-profit membership organization composed of enrolled agents licensed by the U.S. Treasury Department.
  • NAEA provides the networking, educational opportunities, programs and services that enable enrolled agents and other tax professionals to excel beyond their peers.