Sentences with phrase «income qualified clients»

Communities around the state host regular advice clinics to provide in person advice and document review to income qualified clients in their family law case.

Not exact matches

The NUA tax strategy allows certain clients whose qualified retirement plans contain these appreciated employer securities to eventually pay taxes on the appreciated value of those securities at the lower long - term capital gains tax rate, rather than at the ordinary income tax rate that would otherwise apply to retirement plan distributions.

If your clients withdraw money for something other than qualified higher education expenses, they will owe federal income tax and may face a 10 % federal tax penalty on earnings.

I recaeived a call today from a representative at Student Advisors, Mr. Dale Ballard, 359 Van Ness Way 2nd Floor Torrance, CA 90501 Direct Line 424.283.4914 Fax [phone] Client Services 310.750.2088 Availability: 8:00 am - 5:00 pm PST mystudentadvisors.com... and he shared he was here to assist me with the new Loan forgiveness program... funny he appeared to have most of my information and the conversation was going real well... I qualify for lower payments, due to my income, and I must stay in the program for 300 months and re-certify annually.

It reported that at the Bank of Montreal (TSX: BMO), foreign clients need a 35 per cent down payment to qualify for mortgages of up to $ 2 million to avoid having to verify their income.

Your clients can enjoy the benefits of receiving a regular dividend income and option premium without having to pay capital taxes via qualified accounts that are not taxable.

At Pier we invest in companies that pay qualified dividends to provide income for our clients.

So although students don't generally qualify for the most attractive credit card deals based on their income and credit score, credit card companies want their business because of their future potential as high - value clients.

Business Advantage Relationship Rewards clients qualify for a waiver of our standard wire fee for incoming domestic wire transfers.

Spay or neuter services are offered to qualified low - income clients only; call to schedule an appointment.

Declared Financial Need: Clients that do not qualify under the Specific Criteria or the Low Income Declaration requirements, may still be eligible under Declared Financial Need.

Recognizing that the key to the feline overpopulation problem is preventing births in the first place, the Washington Animal Rescue League offers... Continue reading WARL Offers Free Cat Spays for Income - Qualified Clients →

Low - and no - cost spay / neuter programs address the overpopulation problems that our community faces, and the Clare Eddy Thaw Animal Hospital offers a range of veterinary services to the general public and employs a sliding scale for income - qualified clients.

The veterinary clinic offers the SHARE Program, which provides discounts on medical care (including spay / neuter surgeries) to clients who qualify as low income.

The program's initial emphasis will be on supporting programming for high school students in California's Inland Empire and San Joaquin Valley, combining classroom - based sessions with real - world experience installing solar for GRID Alternatives» income - qualified clients.

We believe that the content in your marketing materials should attract and filter your target audience, allowing the right clients to find your firm while minimizing the time spent qualifying incoming calls and new client inquiries.

Most notably, however, to qualified low income clients, we offer what we call our «access to justice» package, which means that we charge half of our standard hourly rates.

Qualified low - income clients can access the firm's services at half its standard rate, and pay in monthly installments.

We focus on serving the legal needs of low and moderate - income clients who typically have too much income to qualify for free legal aid but do not have the means to afford legal assistance in the traditional legal market.

That typically includes low - and moderate - income clients who don't qualify for legal aid but can't afford standard legal fees.

Qualifying organizations include those that host Equal Justice Works AmeriCorps Legal Fellows or privately - funded Equal Justice Works Fellows, those that are funded by the Legal Services Corporation, State Offices of Veterans Affairs, Veterans Treatment Courts and other 501c3 legal aid organizations providing direct services to low - income clients.

Often clients who are not gainfully employed will have a hard time qualifying for life insurance because he or she does not have an income.

Accelerated benefit riders have effectively provided consumers with a greater level of control over their insurance protection, according to Jason Kestler, president and CEO of Kestler Financial Group headquartered in Leesburg, VA. «Clients are now able to start or stop a stream of income from their policies when they have a qualifying need, and many riders now also provide a cost - of - living adjustment to keep up with inflation.»

The successful candidate will play a key role in increasing income and revenue by managing and negotiating with clients, generating leads, qualifying prospects and managing sales of products and services.

• Successfully pass loans for all assigned qualified clients, generating a 100 % satisfaction rate • Introduce an automatic fee calculation system, reducing time taken to manually calculate fees and loan level prices by 44 % • Expedite background checks for assigned clients, by creating and maintaining effective relationships with investigative authorities • Generate referrals and leads and contact them to inquire into their mortgage needs • Interview clients to determine their specific requirements for mortgage and refinancing • Advise clients on best loan programs based on their income and assets • Perform background checks to determine clients» eligibility for mortgage loans

Office of Income Maintenance / State of Pennsylvania, Norristown • PA 2003 — 2006 Income Maintenance Case Worker Provided public assistance program support, interviewed candidates, established and maintained client «Agreement of Mutual Responsibility», assisted clients to identify and remove barriers to financial self sufficient goals, determined qualifying assistance programs and referred to appropriate and available services.

Family Planning (FPBP) Clients with an income that is less than 223 % of the federal poverty level may qualify for the state's funding program, the Family Planning Benefit Program (FPBP).

Clients without insurance may qualify for service on a sliding scale based on income and family size.

* If your home doubles as your office, you must meet one of two CRA requirements to qualify for deductions: either your home office must be where you principally perform your duties of employment, or it must be exclusively used to earn employment income and used on a regular basis for meetings with clients, customers or patients.

«Most of the people looking at RTO have credit issues, for whatever reason, and can't get a mortgage,» says Kelly, adding that a reputable investor will carefully screen and income - qualify the client to ensure they are a good candidate.

As noted above, your clients can't make more than 100 percent of their area's median income to qualify for this mortgage.

Your clients who have the above documents readily available are much more likely to be approved for a mortgage if they qualify based on their income — as long as their credit is strong.

The bottom line: The better your clients» credit score, the lower the interest rate, and the bigger the mortgage they will qualify for at any level of income.

Developed to qualify licensed real estate, mortgage, and financial professionals to better serve the needs of the income property industry, this certification program is an excellent choice for anyone who is serious about taking their career to the next level — anyone who desires to create personal success and wealth while helping clients achieve their financial goals.

«I make twice the income of clients of mine who found conventional financing, but I couldn't qualify for a mortgage.»