Sentences with phrase «other advisor regarding»

Investors should consider before investing whether their or their beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program and should consult their tax advisor, attorney and / or other advisor regarding their specific legal, investment or tax situation.

Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

Not exact matches

Accordingly, prospective investors should consult with their own tax advisors regarding the U.S. federal, state, local, non-U.S. income, and other tax considerations of acquiring, holding, and disposing of shares of our Class A common stock.

A partner in a partnership or other pass - through entity that will hold our common stock should consult his, her or its own tax advisor regarding the tax consequences of the acquisition, ownership and disposition of our common stock through a partnership or other pass - through entity, as applicable.

In addition, we have obvious conflicts of interest with regard to government advisors and their connections to certain payday loan companies, not to mention the connections that government ministers have to private health organisations and other vultures, waiting in the wings to take the profitable parts of our NHS, which the government is hell bent on selling off.

So, in the current indictments, there is nothing regarding «collusion» between the Trump campaign and Russia, or any other foreign interest, other than a foreign policy advisor seeking but not getting dirt on a political opponent from a foreign country, which isn't necessarily illegal but is politically quite damaging.

Please consult your tax advisor if you have any questions or need assistance with the calculation of your cost basis, or if you have other questions regarding your reporting of distributions that you received.

These performance figures should not be relied on independent of the individual advisor's disclosure document, which has important information regarding the method of calculation used, whether or not the performance includes proprietary results, and other important footnotes on the advisor's track record.

GENR and its legal advisors have been engaged in discussions with one prospective purchaser in an attempt to reach an agreement regarding the acquisition price and the other terms of a definitive agreement.

Representation of financial advisors in connection with numerous FINRA investigations regarding Central Registration Depository («CRD») disclosures, complex products and alternative investments, and other sales practice issues

And as senior vice president and managing director of Private Client Advisors at HUB International, she regularly sees how chasing those discounts without regard to other factors can lead to trouble.

A Medical Assistant should be able to: • Log all referring physician information into system and designated spreadsheets • Log patient data including vital statistics and insurance information into computerized medical information system • Check and respond to voicemails in personal mailbox on an hourly basis and prior to departing the office at the end of each day • Take and deliver messages when appropriate personnel are unavailable (if voicemail is not preferred) • Answer questions regarding facility and services as well as provide directions and other information when necessary • Ability to multi-task several duties (clinical and administrative) simultaneously • Strong, organizational skills • Communicate all patient issues with physicians and Administrator • Coordinate peer to peer reviews between physician advisors and ordering physician • Provide appropriate paperwork to patients upon arrival, room patients, perform extensive patient history before physician encounter • Check patients out by scheduling follow up appointments, writing prescriptions, and transcribing information into appropriate logs • Log all prescriptions, referrals and patient information in appropriate system software during each patient encounter.

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance

Assuming the couple has spoken to their CPA and financial advisor regarding the tax consequences of this decision, one person can keep the house and the other can keep the retirement account.

This article discusses laws regarding the obligation of spouses to support each other during an ongoing marriage, the potential for a spouse to become obligated to pay for the other spouse's health care, to the extent not covered by insurance, and options that older couples and their lawyers and financial advisors can consider regarding future health - care needs when formulating the terms of a premarital agreement.

On the other hand, Berkshire Investment Advisors, a Boston - based institutional money manager, will be less aggressive with regard to multifamily, especially with pension plans.