This document is an index of wealth managers compiled by Crescendo Business Services. It lists over 50 wealth managers, their company affiliations, and the additional financial services they provide such as business planning, charitable giving, estate planning, financial planning, insurance, investments, trust services, and taxation. The wealth managers are listed alphabetically along with one or two letter codes indicating their additional services.
This document provides a list and index of wealth managers in the Chicagoland area that were selected as part of a survey and review process to identify the top wealth managers in the region. The list includes 455 wealth managers grouped by their primary financial services of estate planning, financial planning, insurance, investments, trust services, and taxation. Each wealth manager also lists up to three additional financial services they provide.
This document discusses three models for future sustainability - sole ownership, partnership/private limited company, and private sector investment. It then provides details on 15 Common Facility Centers (CFCs) including their locations, operational models, and registration requirements. The CFCs are located in various cities and towns across Pakistan. The document concludes by listing infrastructure, display material, and sample bank requirements for a typical CFC to properly function.
This document summarizes the state of entrepreneurship and startup activity in Los Angeles. It finds that Los Angeles has the highest rate of entrepreneurial activity in the US, and one of the top startup ecosystems globally. The document outlines Los Angeles' strengths in various industries like digital media, ecommerce, gaming, and clean tech. It also notes that venture capital investment and funding for Southern California startups is on the rise. The conclusion states that Los Angeles is an undisputed national hotbed for entrepreneurship that is leveraging its unique industry strengths and continuing to build its startup support network.
The document discusses biographical information about several famous actresses and singers. It provides details about their careers, including movies and albums they worked on. For each person, it also lists what they were wearing in one instance. However, many of the details are repeated across the profiles and important identifying information is missing from some.
Quick Guide to Relaunching your WordPress Website with a new themePat Walsh IT Services
A quick guide to relaunching your WordPress website with a new theme.
Contents include:
- Establish your Requirements
- Theme Selection
- Theme Tryout
- Prep for Going Live
- Going Live
- After Relaunch
The summary is:
The calendar lists the meeting dates and speakers for the Estate Planning Committee of the L.A. Chapter of the California Society of C.P.A.s for 2016. Speakers included attorneys and CPAs discussing topics like governance, IRS issues, community property, estate tax planning, and year-end estate and gift updates. Meetings were held monthly except for March and April due to tax season.
The calendar lists the meeting dates for 2016 of the Estate Planning Committee of the L.A. Chapter of the California Society of C.P.A.s. Meetings were held monthly from January to December, except for March and April due to tax season. Some meetings featured guest speakers on estate planning topics or were joint meetings with the Tax Committee. Additional details on the committee could be found online at the provided URL.
This document provides a list and index of wealth managers in the Chicagoland area that were selected as part of a survey and review process to identify the top wealth managers in the region. The list includes 455 wealth managers grouped by their primary financial services of estate planning, financial planning, insurance, investments, trust services, and taxation. Each wealth manager also lists up to three additional financial services they provide.
This document discusses three models for future sustainability - sole ownership, partnership/private limited company, and private sector investment. It then provides details on 15 Common Facility Centers (CFCs) including their locations, operational models, and registration requirements. The CFCs are located in various cities and towns across Pakistan. The document concludes by listing infrastructure, display material, and sample bank requirements for a typical CFC to properly function.
This document summarizes the state of entrepreneurship and startup activity in Los Angeles. It finds that Los Angeles has the highest rate of entrepreneurial activity in the US, and one of the top startup ecosystems globally. The document outlines Los Angeles' strengths in various industries like digital media, ecommerce, gaming, and clean tech. It also notes that venture capital investment and funding for Southern California startups is on the rise. The conclusion states that Los Angeles is an undisputed national hotbed for entrepreneurship that is leveraging its unique industry strengths and continuing to build its startup support network.
The document discusses biographical information about several famous actresses and singers. It provides details about their careers, including movies and albums they worked on. For each person, it also lists what they were wearing in one instance. However, many of the details are repeated across the profiles and important identifying information is missing from some.
Quick Guide to Relaunching your WordPress Website with a new themePat Walsh IT Services
A quick guide to relaunching your WordPress website with a new theme.
Contents include:
- Establish your Requirements
- Theme Selection
- Theme Tryout
- Prep for Going Live
- Going Live
- After Relaunch
The summary is:
The calendar lists the meeting dates and speakers for the Estate Planning Committee of the L.A. Chapter of the California Society of C.P.A.s for 2016. Speakers included attorneys and CPAs discussing topics like governance, IRS issues, community property, estate tax planning, and year-end estate and gift updates. Meetings were held monthly except for March and April due to tax season.
The calendar lists the meeting dates for 2016 of the Estate Planning Committee of the L.A. Chapter of the California Society of C.P.A.s. Meetings were held monthly from January to December, except for March and April due to tax season. Some meetings featured guest speakers on estate planning topics or were joint meetings with the Tax Committee. Additional details on the committee could be found online at the provided URL.
The document discusses becoming a Certified Public Accountant (CPA) in California. To become a CPA in California, candidates must complete 150 semester units of education including a bachelor's degree, pass the Uniform CPA Examination, and complete one year of general accounting experience. Obtaining a CPA license allows accountants to perform audits and reviews, prepare tax returns, and provide other professional accounting services to the public in California.
MANHATTAN BEACH October 21, 2012 — Michael B Allmon & Associates has been selected for the 2012 Best of Manhattan Beach Award in the Accountants category by the Manhattan Beach Award Program.
The document provides a calendar of meetings for 2015 for the L.A. Chapter of the California Society of C.P.A.'s Estate Planning Committee. The calendar lists the dates of each meeting from January to December 2015, along with the speakers and topics to be covered which include irrevocable trusts, IRS annual meetings, fixing irrevocable trusts through decanting, planning for special needs children, protecting children from inheritances, California income taxation of estates and trusts, donor advised funds versus private foundations, and a year-end estate and gift law update. Additional information about the committee can be found through the provided web link.
Digital assets such as email accounts, social media accounts, photos, and documents stored online now hold significant sentimental and financial value for many people. However, most people do not properly plan for what will happen to their digital assets when they die or become incapacitated. Without providing passwords and instructions, loved ones may be unable to access a person's digital photos, files and accounts. The article recommends drafting a Letter of Instruction that provides usernames, passwords and instructions for digital assets to help executors handle these assets. It also notes that laws governing digital assets are still developing and vary by state.
The document provides a calendar of meetings for the L.A. Chapter of the California Society of C.P.A.'s Estate Planning Committee for 2014. It lists the dates of each meeting from January to December 2014, along with the speaker and topic for each meeting. Many of the meetings involve presentations from estate planning lawyers and CPAs on various estate planning topics such as planning for non-traditional couples, the prudent investor rule, international tax planning, and year-end estate and gift updates.
This document outlines 20 common estate planning mistakes to avoid. Some key mistakes include failing to communicate estate plans with executors and beneficiaries, not specifically bequeathing sentimental items to avoid family disputes, and not periodically reviewing estate documents and beneficiary designations when life circumstances change. The document stresses the importance of understanding one's own estate plans, organizing important records and information for executors, and planning for pets, funeral arrangements, and other post-death matters.
This document outlines 20 common estate planning mistakes to avoid. Some key mistakes include failing to communicate estate plans with executors and beneficiaries, not specifically bequeathing sentimental items to avoid family disputes, and not periodically reviewing estate documents when life circumstances change. Other mistakes are not ensuring beneficiary designations are up-to-date, failing to address what happens to assets like family photos and passwords after death, and not planning for immediate post-death activities like funeral arrangements. The document advises estate planning clients to avoid these common pitfalls.
The calendar lists the meeting dates for 2014 for the L.A. Chapter of the California Society of C.P.A.'s Estate Planning Committee. The January meeting featured a discussion on estate planning for non-traditional couples led by Nicole Pearl, Esq. and Gregory Barton, CPA. There were no meetings scheduled for March and April due to tax season. Additional details on the committee can be found on their website at http://www.calcpa.org/LA/estate.
The calendar lists the meeting dates for 2014 of the Estate Planning Committee of the L.A. Chapter of the California Society of C.P.A.s. Meetings were held monthly from January to December, except for March and April when there were no meetings due to tax season. Some meetings in September and October were joint meetings with the Tax Committee. More information about the committee can be found online at the provided URL.
This document provides an overview of the roles and opportunities for CPAs in estate planning and administration. It discusses how CPAs are well-positioned to serve clients in this field due to their existing relationships and knowledge of clients' personal financial situations. The document then offers practical advice for how CPAs can get involved, including obtaining education, attending estate planning meetings, and serving as fiduciaries for clients. It also discusses how CPAs can take on a "trust protector" role to oversee investment of trust assets.
Tax preparers find the U.S. tax code overwhelming and constantly changing, making their jobs stressful. To relieve stress, some accounting firms hold parties during tax season with costumes and food. Others provide massages, exercise equipment, and encourage breaks to watch sports. Despite efforts to reduce stress, preparers say the tax system has become more complicated over the years and preparing returns is unpleasant and burdensome.
This document discusses strategies for estates and trusts to delay or avoid the 3.8% tax on net investment income introduced by the Affordable Care Act. It recommends electing a fiscal year end for the estate or trust of November 30, 2012, which would allow filing tax returns for years ending before and after January 1, 2013 without being subject to the new tax. It also notes that revocable trusts can elect to be taxed as estates to achieve the same result.
Social media means different things, but commonly refers to online technologies that allow people to share information. Unlike traditional advertising, social media is participatory and focuses on interaction. To benefit from social media opportunities, CPAs must actively engage in social media platforms. The document provides guidance on establishing initial social media profiles on key platforms like LinkedIn, Google, and Yelp. It also outlines ongoing efforts like content creation and sharing on tools such as LinkedIn, Twitter, blogs and newsletters. Measurement of social media efforts is also recommended.
(1) The document summarizes key provisions of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (TRA 2010) signed into law on December 17, 2010.
(2) TRA 2010 extends the Bush-era tax cuts and estates tax provisions for two years. It sets the estate, gift, and GST tax exemption at $5 million indexed for inflation starting in 2012, and the top tax rate at 35%.
(3) For estates of those who died in 2010, executors can elect either to pay estate tax under the new $5 million exemption and 35% rate, or opt for modified carryover basis treatment instead of estate tax.
The document discusses becoming a Certified Public Accountant (CPA) in California. To become a CPA in California, candidates must complete 150 semester units of education including a bachelor's degree, pass the Uniform CPA Examination, and complete one year of general accounting experience. Obtaining a CPA license allows accountants to perform audits and reviews, prepare tax returns, and provide other professional accounting services to the public in California.
MANHATTAN BEACH October 21, 2012 — Michael B Allmon & Associates has been selected for the 2012 Best of Manhattan Beach Award in the Accountants category by the Manhattan Beach Award Program.
The document provides a calendar of meetings for 2015 for the L.A. Chapter of the California Society of C.P.A.'s Estate Planning Committee. The calendar lists the dates of each meeting from January to December 2015, along with the speakers and topics to be covered which include irrevocable trusts, IRS annual meetings, fixing irrevocable trusts through decanting, planning for special needs children, protecting children from inheritances, California income taxation of estates and trusts, donor advised funds versus private foundations, and a year-end estate and gift law update. Additional information about the committee can be found through the provided web link.
Digital assets such as email accounts, social media accounts, photos, and documents stored online now hold significant sentimental and financial value for many people. However, most people do not properly plan for what will happen to their digital assets when they die or become incapacitated. Without providing passwords and instructions, loved ones may be unable to access a person's digital photos, files and accounts. The article recommends drafting a Letter of Instruction that provides usernames, passwords and instructions for digital assets to help executors handle these assets. It also notes that laws governing digital assets are still developing and vary by state.
The document provides a calendar of meetings for the L.A. Chapter of the California Society of C.P.A.'s Estate Planning Committee for 2014. It lists the dates of each meeting from January to December 2014, along with the speaker and topic for each meeting. Many of the meetings involve presentations from estate planning lawyers and CPAs on various estate planning topics such as planning for non-traditional couples, the prudent investor rule, international tax planning, and year-end estate and gift updates.
This document outlines 20 common estate planning mistakes to avoid. Some key mistakes include failing to communicate estate plans with executors and beneficiaries, not specifically bequeathing sentimental items to avoid family disputes, and not periodically reviewing estate documents and beneficiary designations when life circumstances change. The document stresses the importance of understanding one's own estate plans, organizing important records and information for executors, and planning for pets, funeral arrangements, and other post-death matters.
This document outlines 20 common estate planning mistakes to avoid. Some key mistakes include failing to communicate estate plans with executors and beneficiaries, not specifically bequeathing sentimental items to avoid family disputes, and not periodically reviewing estate documents when life circumstances change. Other mistakes are not ensuring beneficiary designations are up-to-date, failing to address what happens to assets like family photos and passwords after death, and not planning for immediate post-death activities like funeral arrangements. The document advises estate planning clients to avoid these common pitfalls.
The calendar lists the meeting dates for 2014 for the L.A. Chapter of the California Society of C.P.A.'s Estate Planning Committee. The January meeting featured a discussion on estate planning for non-traditional couples led by Nicole Pearl, Esq. and Gregory Barton, CPA. There were no meetings scheduled for March and April due to tax season. Additional details on the committee can be found on their website at http://www.calcpa.org/LA/estate.
The calendar lists the meeting dates for 2014 of the Estate Planning Committee of the L.A. Chapter of the California Society of C.P.A.s. Meetings were held monthly from January to December, except for March and April when there were no meetings due to tax season. Some meetings in September and October were joint meetings with the Tax Committee. More information about the committee can be found online at the provided URL.
This document provides an overview of the roles and opportunities for CPAs in estate planning and administration. It discusses how CPAs are well-positioned to serve clients in this field due to their existing relationships and knowledge of clients' personal financial situations. The document then offers practical advice for how CPAs can get involved, including obtaining education, attending estate planning meetings, and serving as fiduciaries for clients. It also discusses how CPAs can take on a "trust protector" role to oversee investment of trust assets.
Tax preparers find the U.S. tax code overwhelming and constantly changing, making their jobs stressful. To relieve stress, some accounting firms hold parties during tax season with costumes and food. Others provide massages, exercise equipment, and encourage breaks to watch sports. Despite efforts to reduce stress, preparers say the tax system has become more complicated over the years and preparing returns is unpleasant and burdensome.
This document discusses strategies for estates and trusts to delay or avoid the 3.8% tax on net investment income introduced by the Affordable Care Act. It recommends electing a fiscal year end for the estate or trust of November 30, 2012, which would allow filing tax returns for years ending before and after January 1, 2013 without being subject to the new tax. It also notes that revocable trusts can elect to be taxed as estates to achieve the same result.
Social media means different things, but commonly refers to online technologies that allow people to share information. Unlike traditional advertising, social media is participatory and focuses on interaction. To benefit from social media opportunities, CPAs must actively engage in social media platforms. The document provides guidance on establishing initial social media profiles on key platforms like LinkedIn, Google, and Yelp. It also outlines ongoing efforts like content creation and sharing on tools such as LinkedIn, Twitter, blogs and newsletters. Measurement of social media efforts is also recommended.
(1) The document summarizes key provisions of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (TRA 2010) signed into law on December 17, 2010.
(2) TRA 2010 extends the Bush-era tax cuts and estates tax provisions for two years. It sets the estate, gift, and GST tax exemption at $5 million indexed for inflation starting in 2012, and the top tax rate at 35%.
(3) For estates of those who died in 2010, executors can elect either to pay estate tax under the new $5 million exemption and 35% rate, or opt for modified carryover basis treatment instead of estate tax.
1. SPECIAL ADVERTISING SECTION
2011
FIVE STAR
WEALTH MANAGERS
INDEX OF WEALTH MANAGERS
list compiled by Crescendo Business Services. Names in boldface also appear in the profiles that follow. Wealth Manager additional financial services:
BP=Business Planning; CG=Charitable Giving; EP=Estate Planning; FP=Financial Planning; IN=lnsurance; IV=lnvestments; TS= Trust Services; TX= Taxation
Dick Jacobson Alan McQueen Sean Richardson Joellen Wheeler Robert Gourley
Crowell Weeden & Crowell Weedon & Morgan Stanley Smith Wells Fargo Advisors, LLC RD. Gourley & Company
Company Company Barney Alan Whitman BP
CG,TS EP FP Page 119 Morgan Stanley Smith Barney Barry Guterman
Ari Kalan Russell Mohberg Patrick Russo EP. FP.IN Barry Guterman Attorney
Morgan Stanley Smith Barney Regatta Capital Group Wells Fargo Advisors, LLC lain Whyte at Law
Mike Moody Alex Salcedo Merrill Lynch EP
Sean Kennally
Morgan Stanley Smith Barney Dorsey Wright Money UnionBanc Investment BP. FP Rob Hagerty
EP.IN Management Services AlienYee Stevens Lyon & Hagerty, CPAs
FP EP, IN, TS Page 117 Guidant Planning FP
Dennis Kotoff
Wells Fargo Advisors, LLC Richard Moran Eric Seiter BP, EP, IN Page 114 Scott Harmon
Moran Kimura & Heising Morton Capital John Zarchen Harmon Wong & 1m, CPAs
Michael Kramer
Wells Fargo Advisors, LLC FP Page 119 Management Wells Fargo Investments, LLC BP
Todd Morgan BP. EP. FP Andrew Katz
Sean Kraus
Bel Air Investment Advisors Anthony Stella
TAXATION Andrew L. Katz, CPA
Citizens Trust
BP, FP, TS Page 118 Robert Newman Wells Fargo Advisors, LLC Michael B. Allmon Barry Mathews
Morgan Stanley Smith Barney Roger Stephens Micha.el B. Allmon & Barry E. Mathews, CPA
Matthew Kuhn Associates
Harris Financia I Advisors FP.IN Morgan Stanley Smith Bamey BP. EP
BP. FP BP. EP. FP Richard Matlock
EP, FP. TX Dana Pearl
Oppenheimer & Company Todd A. Sterling RandiBach Richard E. Matlock, CPA
Greg Kushner
EP. FP Thrivent Financial RandiBach,CPA TS
Lido Advisors
EP, IN Page 117 EP, FP Page 118 Sheila Morris
FP Page 119 David Penn.
Southwest Securities Christine Stern Gary Belz Sheila Morris, CPA
I Ben Lee
EP, FP Page 116 AFTRA-SAG Federal Credit White Nelson & Company BP. TS
Wells Fargo Investments,
LLC John Petrick Union/LPL Financial Dana Brenner Derrick Rogers
Perennial Financial Services EP. FP.IN Brenner Berman & D.A. Rogers & Associates
Ronald Levenson Associates
BP. EP. FP Jennifer Stewart BP. EP. FP
LPL Financial BP, EP
FP Carmen Portnoy Morgan Stanley Smith Bamey Andrea Roschke
Merrill Lynch EP. FP Lynell Chun Roschke & Wall Business
Brad Levin RBZ
EP, FP. TS Mark Sudol Advisors & CPAs
LegacyWealth Partners BP, EP, FP Page 111
Caleb "Spuds" Powell The Sudol Group Wealth BP
EP. FP, TX
Kayne Anderson Rudnick Management Specialists Lewis Cohen Paul Scholz
MaxLile
Wealth Management EP. FP. IN Kaufman Rosenberg & Onisko & Scholz, CPA
Morgan Stanley Smith
EP. FP, TX Paul Taghibagi Cohen,CPAs EP
Barney
Signature Estate & BP,Ep'IV Charles Schwager
EP, FP Page 119 Andrew Price
Morgan Stanley Smith Bamey Investment Advisors Yolanda Collins Barkin Perren Schwager
Adriane Lowe Yolanda Collins, CPA
EP. FP BP. EP. FP & Dolan
Mass Mutual BP. CG, FP
Eric Pritz Tetsu Tanimoto BP. EP
EP. FP, IN
Signature Estate & Merrill Lynch Yoram Dor John Tapp
Chris Luechtefeld
Investment Advisors BP, EP. FP Dor Freedman Dor & Dow Tapp Tapp & Ng
Morgan Stanley Smith
BP. EP. FP Arnetta Tolley EP. FP. TS BP. EP, FP
Barney
EP, FP, TS Page 113 La rry Prutch Edward Jones Linda Dorfmont Douglas Venturelli
Merrill Lynch Michael Tomlinson Linda Dorfmont Certified Venturelli, Cary & Company
Richard Luechtefeld
FP.TS Wells Fargo Advisors, Financial Planner BP. EP
Morgan Stanley Smith
LLC BP. EP JamenWurm
Barney Dennis Ray
EP, FP, TS. Page 113 Financial West Group Page 117 David Flamer Goehner Accountancy
Fp'IN,TX Christopher Van Horn David R. Flamer BP, EP, TS
, Bruce Mandel Accountancy Corporation
Oakwood Capital Anthony Reed Wells Fargo Advisors, LLC
Freeman H. Welch BP. EP
Management Millennium Investment
EP, FP, TX Services Wells Fargo Advisors, LLC Steve Frankiel
EP, FP, TX Page 116 Steve Frankiel, CPA
. Jay Marshall Brian Werdesheim
BP
RBC Wealth Management Ronald Reid The Summa Group Of
EP' FP, IN Morgan Stanley Smith Barney Oppenheimer Steven Freeman
EP, FP, IN EP, FP Freeman & Associates
James Mayorkas Accountancy
Wells Fargo Advisors, LLC Diana Reyes Jeffrey Werdesheim
BP
Andrew McDonald Edward Jones The Summa Group Of
StockCross Financial Oppenheimer
EP. FP
Certified Financial Planner Board ofStandards Inc. owns the certification marks CFP ~ CERTIFIED FINANCIAL PLANNER ™ the federally registered CFP (with flame logo) in the U.s., which it awards to individuals
and
who successfully complete CFP Board's initial and ongoing certification requirements. The Chartered Financial Consultant credential fChFC®] is afinancial planning designation awarded by The American College.
JANUARY 2011 1 LOS ANGELES 1107