Sentences with phrase «estate accounting service»

Loft47, a real estate accounting service, has partnered with dotloop, a platform for simplifying the real estate buying and selling process.

Not exact matches

Accounting firm KPMG has followed rivals EY and PwC into the real estate arena, setting up a property advisory division to service its existing clients and provide advice to other corporates and gover
From professional services like accounting, real estate, and insurance to simple job brokering (i.e. a head hunter), all you need is a phone and a list of names (which is also easy to get if you have access to your town or city's public property tax records).
John Stephens is senior executive vice president and chief financial officer, with responsibility for financial planning, corporate development, accounting, tax, auditing, treasury, investor relations, corporate real estate and shared services for AT&T.
Plus, the company's offerings cover a wide range of financial services from a traditional savings account to a money market account to commercial real estate loans and business certificates of deposit.
Services Advisory Assurance Attest Services Audit, Reviews & Compilations Employee Benefit Plan Audits Internal Audit Services International Financial Reporting Standards (IFRS) IT Audit Services SEC Services SOC 1 and 2 Services Statutory Financial Audits Tax Accounting Methods Cost Segregation Estate Tax Credits Executive Compensation Federal Corporate Tax Generational Wealth Planning International Tax Mergers & Acquisitions Real Estate Research & Development Tax Credits Sales and Use Tax State & Local Tax Tax Accounting Tax Reform Transfer Pricing Business Support DHG Search DHG Staffing Forensics Commercial Damages Digital & Computer Forensics Domestic Matters Fraud & Corporate Investigations Personal Damages Healthcare Consulting Alternative Payment Models Center For Industry Transformation Points Beyond Blog CFO Advisory Bundled Payment Models Clinical Documentation Improvement Enterprise Intelligence iluminus Reimbursement Revenue Cycle Senior Living Strategy Physician Enterprise Optimization International Services Chinese Business Services Japanese Business Services Investment Management DHG Agency DHG Wealth Advisors IT Advisory Retirement Plan Administration Risk Advisory Finance & Process Transformation Internal Audit & Compliance Regulatory Services & Risk Management Technology Services Transaction Advisory Valuation Services Financial Reporting Healthcare Valuations
Taxes on real estate in Maryland account for about 35 % of city budgets and 30 % of county budgets, funding local services like public education and fire protection.
Jones & Roth offers its clients a unique, in - house Oregon Estate and Trust Services Team that can provide accounting, tax planning, financial planning, investment advice and insurance analysis all under one roof.
A decade ago, the real - estate sector, including construction and home furnishings, accounted for about 10 % of China's gross domestic product, according to Moody's Investors Service.
When it comes to export of services, firms in New York City — in finance, technology, media, business and professional services, and real estate — have a substantial footprint in global trade, accounting for $ 31.9 billion, or 58 percent of the state's total exports,» Ms. Wylde said in her testimony.
The case is back before a lower court to decide on other issues, including whether the estate will be able to access the account despite Yahoo's terms of service agreement.
S.J. Gorowitz Accounting & Tax Services, P.C. is a boutique CPA firm that supports expanding and emerging businesses and their owners with a consultative, inclusive approach to accounting, business advisory, tax, trust aAccounting & Tax Services, P.C. is a boutique CPA firm that supports expanding and emerging businesses and their owners with a consultative, inclusive approach to accounting, business advisory, tax, trust aaccounting, business advisory, tax, trust and estate.
Rosie is fluent in Spanish and has specialties in estate accounting and ex-patriate tax services.
(B) «Credit repair services organization» does not include: (i) Any person authorized to make loans or extensions of credit under the laws of this state or the United States who is subject to regulation and supervision by this state or the United States; (ii) Any bank or savings and loan institution whose deposits or accounts are eligible for insurance by the Federal Deposit Insurance Corporation or the Savings Association Insurance Fund of the Federal Deposit Insurance Corporation; (iii) Any nonprofit organization exempt from taxation under Section 501 (c)(3) of the Internal Revenue Code of 1986; (iv) Any person licensed as a real estate broker by this state if the person is acting within the course and scope of that license; (v) Any person licensed to practice law in this state if the person renders services within the course and scope of his or her practice as an attorney; (vi) Any broker - dealer registered with the Securities and Exchange Commission or the Commodity Futures Trading Commission if the broker - dealer is acting within the course and scope of those regulatory agencies; or (vii) Any consumer reporting agency as defined in the federal Fair Credit Reporting Act (15 U.S.C. 1681 - 1681t).
Access to experienced professionals in estate planning, retirement planning, tax, legal, accounting, trust services and investment planning and management
From his ranch - style house in the hills above the San Fernando Valley, he services home loans financed from his individual retirement account and profits made in 35 years of buying and selling Southern California real estate.
The servicing activities are performed on a fee - for - service basis and involve the management of mortgage payments, escrow accounts, and insurance claims, as well as the administration of foreclosure procedures, and the preservation and disposal of real estate owned.
(1) The following shall be exempt from the Credit Services Organization Act: (a) A person authorized to make loans or extensions of credit under the laws of this state or the United States who is subject to regulation and supervision by this state or the United States or a lender approved by the United States Secretary of Housing and Urban Development for participation in a mortgage insurance program under the National Housing Act, 12 U.S.C. 1701 et seq.; (b) A bank or savings and loan association whose deposit or accounts are eligible for insurance by the Federal Deposit Insurance Corporation or a subsidiary of such a bank or savings and loan association; (c) A credit union doing business in this state; (d) A nonprofit organization exempt from taxation under section 501 (c)(3) of the Internal Revenue Code; (e) A person licensed as a real estate broker or salesperson under the Nebraska Real Estate License Act acting within the course and scope of that license; (f) A person licensed to practice law in this state acting within the course and scope of the person's practice as an attorney; (g) A broker - dealer registered with the Securities and Exchange Commission or the Commodity Futures Trading Commission acting within the course and scope of that regulation; (h) A consumer reporting agency; (i) A person whose primary business is making loans secured by liens on real property; (j) A person, firm, corporation, or association licensed as a collection agency in this state or a person holding a solicitor's certificate in this state acting within the course and scope of that license or certificate; and (k) A person licensed to engage in the business of debt management pursuant to sections 69 - 1201 to 69 -estate broker or salesperson under the Nebraska Real Estate License Act acting within the course and scope of that license; (f) A person licensed to practice law in this state acting within the course and scope of the person's practice as an attorney; (g) A broker - dealer registered with the Securities and Exchange Commission or the Commodity Futures Trading Commission acting within the course and scope of that regulation; (h) A consumer reporting agency; (i) A person whose primary business is making loans secured by liens on real property; (j) A person, firm, corporation, or association licensed as a collection agency in this state or a person holding a solicitor's certificate in this state acting within the course and scope of that license or certificate; and (k) A person licensed to engage in the business of debt management pursuant to sections 69 - 1201 to 69 -Estate License Act acting within the course and scope of that license; (f) A person licensed to practice law in this state acting within the course and scope of the person's practice as an attorney; (g) A broker - dealer registered with the Securities and Exchange Commission or the Commodity Futures Trading Commission acting within the course and scope of that regulation; (h) A consumer reporting agency; (i) A person whose primary business is making loans secured by liens on real property; (j) A person, firm, corporation, or association licensed as a collection agency in this state or a person holding a solicitor's certificate in this state acting within the course and scope of that license or certificate; and (k) A person licensed to engage in the business of debt management pursuant to sections 69 - 1201 to 69 - 1217.
«Credit Services Organization» does not include any of the following: (i) a person authorized to make loans or extensions of credit under the laws of this State or the United States who is subject to regulation and supervision by this State or the United States, or a lender approved by the United States Secretary of Housing and Urban Development for participation in a mortgage insurance program under the National Housing Act (12 U.S.C. Section 1701 et seq.); (ii) a bank or savings and loan association whose deposits or accounts are eligible for insurance by the Federal Deposit Insurance Corporation or the Federal Savings and Loan Insurance Corporation, or a subsidiary of such a bank or savings and loan association; (iii) a credit union doing business in this State; (iv) a nonprofit organization exempt from taxation under Section 501 (c)(3) of the Internal Revenue Code of 1986, [FN1] provided that such organization does not charge or receive any money or other valuable consideration prior to or upon the execution of a contract or other agreement between the buyer and the nonprofit organization; (v) a person licensed as a real estate broker by this state if the person is acting within the course and scope of that license; (vi) a person licensed to practice law in this State acting within the course and scope of the person's practice as an attorney; (vii) a broker - dealer registered with the Securities and Exchange Commission or the Commodity Futures Trading Commission acting within the course and scope of that regulation; (viii) a consumer reporting agency; and (ix) a residential mortgage loan broker or banker who is duly licensed under the Illinois Residential Mortgage License Act of 1987.
It offers commercial, consumer and commercial real estate loans; deposit services, including checking accounts, savings accounts, CDS health savings and IRAs, personal loans and mortgages other services, including internet banking and e-statements, electronic bill paying services and an overdraft privilege to its customers.
They pay for the standard court services that help verify and legally transfer a person's estate to a chosen heir (and certain assets are exempt, such as property held as joint tenants or registered accounts with designated beneficiaries).
For businesses, SouthEast offers checking and savings accounts, commercial and real estate loans, and treasury management services.
In addition to providing traditional tax and accounting services for successful individuals and businesses, the firm specialized in real estate, technology and small business tax planning.
In addition, Zions Direct affiliates work closely together to meet customer's investment, wealth advisory, and banking needs by providing estate and trust planning services, home and business loans, checking and saving accounts, and other banking services.
Once the investment is made, the loan will be serviced though our Bureau of Real Estate regulated trust account and the investor will receive monthly payments.
S.J. Gorowitz Accounting & Tax Services, P.C. is a boutique CPA firm that supports expanding and emerging businesses and their owners with a consultative, inclusive approach to accounting, business advisory, tax, trust aAccounting & Tax Services, P.C. is a boutique CPA firm that supports expanding and emerging businesses and their owners with a consultative, inclusive approach to accounting, business advisory, tax, trust aaccounting, business advisory, tax, trust and estate.
Accommodation Hotels Guest Houses Bed and Breakfast Accommodation USA Accounting Services Advertising Agencies Air Conditioning Antiques Art and Art Products Beauty Salons Beds and Bedding Building Services Cars Airport Car Parking, Car Hire, Chauffeur Drive Car Hire Car Dealers Camping, Campers, Motorhomes, Camping Equipment Carpets Central Heating Clothes, Clothing, Work Wear, Tailors Computers Computer Maintenace Computer Sales Cooking, food, cooking utensils, Kitchen Ware Cosmetics Cycling, Cycle Hire, Cycling Tours, Cycling Adventures Bikes Dating, dating agencies DIY Dolls and Dolls» Houses Driving Schools Franchising, Franchises Furniture Office Furniture Domestic Furniture sales and Repairs Gardening, Garden Resources Nurseries Health Insurance Interior Design Internet Services Website Design & Hosting Jobs, Job Search, Employment Services, Employment Agencies Mobile Phones Motor Cycles Music Plumbing Services Real Estate Removals and Storage Roofing Security Sports Taxis Travel Web Site Services Design Hosting Weddings Wedding Services Windows, double glazing
Karin Prangley, an attorney in charge of trusts and estates advisory services for the Chicago office of Brown Brothers Harriman Trust Co., warns not to transfer the account if it also has huge debts.
But that is not the full story — especially as we looked abroad to jurisdictions in Europe, where the accounting firms are offering services in areas such as corporate - commercial, finance, real estate, intellectual property, employment law and M&A.
Jamie focuses on commercial litigation in a diverse array of industries, including healthcare, manufacturing, real estate, financial services and public accounting.
Because we fuse complex accounting expertise with legal and tax experience that is second to none, we at the full - service, statewide Las Vegas business and estate planning law firm of Ken R. Ashworth & Associates are ideally prepared for any forensic accounting issue.
Any arrangement with a financial services provider that involves freewheeling speculation on the market will be classified by the IRS as an investment account, not an insurance policy: Thus, it will be subject to capital gains and estate taxes.
Their support is furthered by Rogers» extensive market relationships as well as an experienced group of brokers including: Austen Lillies, VP Sales with 20 + years» experience; Ed Figiel, Commercial Account Executive with 30 years» experience; and Lee Rogers, President with 20 + years» experience; for decades they have been servicing the needs of complex corporate insurance programs for industries including Oil & Gas, Real Estate, and Construction.
Industry Accounting Advertising / Marketing / PR Aerospace & Defense Banking & Securities Call Center Outsourcing Consulting Education Energy, Chemical, Utilities Financial Services - Other Government - Federal Government - State & Local High Tech - Hardware High Tech - ISP High Tech - Other Hospital, Clinic, Doctor Office Hospitality, Travel, Tourism Insurance Legal Manufacturing Medical, Pharma, Biotech Real Estate Retail Software - Finance Software - Healthcare Software - Other Support Outsourcing Telecommunications Transportation & Distribution VAR / Systems Integrator
Tags for this Online Resume: Accounting, Balance, Business Development, Consulting, Financial, Financial Services, Light Emitting Diode, Management, Manufacturing, Real Estate
Tags for this Online Resume: Real Estate, Applications, Management, Accounting, Accounting Software, Audit, Custody, GAAP, Generally accepted accounting principles, InvestmenAccounting, Accounting Software, Audit, Custody, GAAP, Generally accepted accounting principles, InvestmenAccounting Software, Audit, Custody, GAAP, Generally accepted accounting principles, Investmenaccounting principles, Investment Services
Tags for this Online Resume: Management, Services, Audit, Financial, Financial Statements, Appraisals, Networking, Property Appraisals, Real Estate, Account Management
Accountancy Actuarial Admin Administration / Office / Operations Administrative / Clerical Advertising / PR / Marketing Agriculture / Agro Allied Analyst / Quality Control Apprenticeships Automotive / Car Services Aviation / Airline Banking Charity & Voluntary Construction & Property Construction / Mining Consulting Customer Service Domestic / Janitorial Services Driving / Haulage Education Energy Engineering Estate Agency Executive / Management Finance / Accounting Financial Services FMCG Freelance / Data Entry General Insurance Government Agencies Graduate Health & Medicine Hospitality & Catering Hospitality / Food Services HSE / Safety Management Human Resources / Recruitment ICT / Software Internship / Industrial Training IT & Telecoms IT Contractor Law / Legal Leisure & Tourism Manufacturing Manufacturing / Production Maritime Services / Shipping Marketing & PR Media / Art Media, Digital & Creative Medical / Healthcare Medical / Health Military / Para-Military Motoring & Automotive Multilingual Music and Sound NGO / Community Services Oil and Gas Other Procurement / Purchasing Programming / Web development Project Management Public Sector Purchasing Recruitment Consultancy Research / Survey Retail Risk Management / Compliance Sales / Business Development Scientific Secretarial & PA Security & Safety Security / Intelligence Social Care Strategy & Consultancy Surveying / Real Estate / Property Teaching / Education Services Technical / Artisan Telecom Temporary Tourism / Travels Transport / Logistics / Supply
Entrepreneurs, accounting, administration, advertising and communication, agriculture, architecture, art and design, automotive (see below), banking, big - box retail, bookkeeping, broadcasting and media, construction, customer service, dentistry, economics, education, engineering, event planning, finance, food & beverage, glass manufacturing, hazardous materials, hospitality, insurance, investment, healthcare, human resources, insurance, law, logistics, maintenance, manufacturing, mechanics, medical devices / durable goods, nursing, sales and marketing, oil & gas, packaged goods, pharmaceutical sales, pharmacy, psychology and counseling, public relations, purchasing, quality, railroad, real estate, retail management, safety, security, science, social work / human services, solar, technology, trades, transportation, utilities, warehouse / distribution, and more.
Services: Specialised Recruitment in Consulting, Corporate Finance, Finance, Banking & Accounting, Energy, Engineering, Executive Recruitment, Human Resources, Industry & Consumer, IT & Telecomm, Legal & Tax, Life Sciences, Luxury & Fashion, Public Sector, R&D, Real Estate & Construction, Supply Chain & Logistics, Sustainability, Sales & Marketing, Transport & Logistics Recruitment Process Outsourcing, Talent Management
S.J. Gorowitz Accounting & Tax Services, P.C. is a boutique CPA firm that supports expanding and emerging businesses and their owners with a consultative, inclusive approach to accounting, business advisory, tax, trust aAccounting & Tax Services, P.C. is a boutique CPA firm that supports expanding and emerging businesses and their owners with a consultative, inclusive approach to accounting, business advisory, tax, trust aaccounting, business advisory, tax, trust and estate.
Deal with Buyers and Sellers, one on one, in a professional manner.SUPPORT STAFF To the Chairman of the Board, Account Executives and the Customer Service Department.ADMINISTRATOR of CONTRACT PROCESSING CHANNELRECEPTIONIST / SWITCHBOARD OPERATOREducationGraduated High SchoolReceived Real Estate LicenseReceived Real Estate License
Sales, Marketing, customer service, administrative assistant, manager, full time, retail, management, office, project manager, sports, insurance, real estate, car sales, education, training, customer service representative, entry level, restaurant, Business development manager, customer relationship manager, restaurant, retail, full time, part time, entry level accounting, full time administrative assistant, receptionist, warehouse manager, retail associate, retail cashier, management, office assistant, office, clerical, office manager, insurance, customer service representative, leadership, operations manager, store manager, supervisor, director, teacher, project manager, communications, retail salesperson, customer service, marketing manager, marketing, territory manager, sales administrator, full time marketing executive, e-business, distribution manager, customer service clerk, call center agent, customer service director, customer service sales, field sales representative, account manager, advertising director, area sales manager, communications manager, full time communications director, media relations, public relations, e-commerce, sales, inside sales, outside sales, direct sales, insurance sales, executive administrative assistant, sports director, sports league official, business systems analyst, assistant manager, office support worker, admin support worker, human resources, full time recruiter, entry level recruiter, real estate, real estate agent, property management, training, develop, development, host, hostess, waitress, waiter, full time prep cook, restaurant manager
Collaborate closely with other Stock Brokers and interns in servicing more than 3,000 individual, joint, retirement, trust, estate, and corporate accounts.
Core Competencies Client / Account Management • Organizational Leadership • Sales & Marketing • Business Development Negotiation & Representation Skills • Client Relations Management • Customer Service • Solutions Development Property Management • Real Estate • Operations Management • Team Management
King, McNamara & Moriarty, LLP, Norwood • MA 12/2007 — 2/2011 Tax Manager Performed accounting, income tax planning, preparation, and compliance services to high - net - worth individuals and small businesses including c - corporations, s - corporations, partnerships, estates (Forms 706 and 1041), trusts, limited liability companies, and nonprofit corporations.
The company develops powerful resumes and curriculum vitae's covering the spectrum of occupations ranging from physicians, lawyers, and entertainers to sales, marketing, retail, law enforcement, healthcare, pharmaceuticals, insurance, real estate, banking, finance, accounting, education, customer service, social services, military, engineering, retail, telecommunications, administrative, etc..
Office Assistant / Receptionist Hanzell Vineyards • Sonoma 07/2012 — Present Medical Receptionist Greenbrae / Bon Air Surgical Center • Greenbrae, CA 07/2012 — 10/2012 Pre-Admissions Coordinator — Surgical Petaluma Valley Hospital • Petaluma, CA 03/2012 — 05/2012 Production Coordinator Sonoma Wine Company • American Canyon, CA 10/2011 — 03/2012 Practice Manager, Medical Clinics St. Helena Hospital • St. Helena, CA 02/2010 — 06/2011 Wine Club Concierge Mumm Napa • Rutherford, CA 06/2009 — 12/2009 Customer Service Administrator Fosters Wine Estates • American Canyon, CA 10/2009 — 03/2008 Wine Club Administrator Cosentino Winery • Oakville, CA 05/2006 — 10/2008 Wine Club Coordinator Wrap - It Transit • American Canyon, CA 03/2005 — 05/2006 Associate Account Manager Winetasting Network • Napa, CA 03/2004 — 01/2005 Front Office Manager Athena Women's Medical Group • San Carlos, CA 2002 — 2003 Practice Manager Jan Alban, M.D. • San Francisco, CA 2001 — 2002 Practice Manager David R. Senecheck, M.D. • San Francisco, CA 1995 — 2001
Birrell & Associates, Inc., Staten Island, NY 2003 — 2006 Owner / Real Estate Appraiser Directed all aspects of general management, business development, sales, marketing, advertising, payroll, accounting, customer service, and client relations among others.
Areas of Expertise - Territory Management & Expansion Account Development & Growth Ongoing Needs Assessment Consultative & Solution Selling Exceeding Quota Long & Complex Sales Cycles Contract Negotiations Client Satisfaction & Retention Sales Team Leadership Built two profitable real estate and home services businesses in 15 years Increased sales margins for a top company product by 30 % Achieved exponential sales growth fo...
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