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82,881 results for Personal Tax Planning
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Lori Morgan
Providing services: Brand Consulting, Executive Coaching, Social Media Marketing, Brand Design, Strategic Planning, Diversity & Inclusion, Marketing Strategy, Financial Analysis, Business Consulting, Personal Tax Planning
Richmond, IN
Summary: Elite Business Group offers: Business consultation and financial analysis for new and existing companies. We also handle business brokering and political campaign consultation. We specialize in strategic planning, beyond the SWOT model and diversity workshops, that allow a safe environment to explore personal bias. The world is changing for small business, we are equipped to help any company modernize and stay current with the ever changing world. We have worked internationally and with just about every type of organization; start ups, non-profits, churches, political campaigns, farm to table, construction, finance, fundraisers and the list goes on. We are small enough to give your organization the personalized attention that is needed. Each strategic plan that we help to create is unique and reflects the organization and its long term goals. The goals of Elite Business Group is for your organization to keep having us back each year to review past plans and help create new ones.
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Cinthya Bravo
Providing services: Public Speaking, HR Consulting, Accounting, Tax Preparation, Small Business Tax, Personal Tax Planning, Bookkeeping
Guayaquil Metropolitan Area
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Kelly Crane, CFP®, CLU, CFA, MBA
Providing services: Insurance, Financial Analysis, Financial Planning, Retirement Planning, Wealth Management, Financial Advisory, Non-profit Consulting, Tax Advisory, Life Insurance, Personal Tax Planning
St Helena, CA
Summary: President, Chief Investment Officer, and Forbes Best-in-State Wealth Advisor, Kelly Crane, CFP®, CLU, CFA, MBA is driven to help investors pursue their targeted returns with the least possible risk. Kelly is the Chief Investment Officer of Napa Valley Wealth Management, Inc. headquartered in the San Francisco Bay area. With more than 35 years of experience, Kelly’s wealth management approach marries tactical investment analysis with holistic financial planning. As a CFP® professional, Kelly invests each client's portfolio from their personal financial plan., understanding the impact each investment will have on their cash-flow needs, tax picture, and personal risk tolerance. As a Chartered Financial Analyst (CFA), he is highly skilled in analyzing securities via quantitative methodologies. Kelly was an early adopter of bringing the tactical analysis of large, institutional investors to individual clients, and his core competency is developing and managing portfolios that help pursue a target return while managing risk. Kelly believes wholeheartedly in tactical investment strategies that are logical, are well thought out, and remove emotion from the decision-making process. This integrative approach differentiates him from advisors and brokers with an investment-only focus. Read more about Kelly’s investment philosophy: https://www.napavalleywealthmanagement.com. For info on Napa Valley Wealth Management, visit napavalleywealthmanagement.com. ---The financial consultants with Napa Valley Wealth Management are Registered Representative with, and securities offered through, LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Advisory Services and Napa Valley Wealth Management are separate entities from LPL Financial. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Neda Kolivandi
Providing services: Insurance, Health Insurance, Interview Preparation, Public Speaking, HR Consulting, Management Consulting, Personal Tax Planning
Tehran
Summary: Experienced Leader & Human Resources Manager with a demonstrated history of working in the industrial,sporting goods industry،Automobile and Home appliance companies . Skilled in Negotiation, English as a Second Language (ESL), System Monitoring, Management, and Time Management. Strong human resources professional with a Bachelor of Arts - BA focused in Architecture from Faculty of Arts and Architecture / Islamic Azad University, South Tehran Branch.
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John Fitzgerald, CPA, JD, Esq.
Providing services: Tax Preparation, Accounting, Personal Tax Planning, Financial Accounting, Small Business Tax, Bookkeeping
Orange County, CA
Summary: Tax, Bankruptcy, Corporation, LLC, Trust and Estate
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Mifta Shukreto
Providing services: Financial Accounting, Accounting, Bookkeeping, Small Business Tax, Tax Preparation, Personal Tax Planning, Financial Advisory, Financial Analysis, Financial Planning, Small Business Insurance
Addis Ababa
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CA Shahnaz Hudli
Providing services: Accounting, Personal Tax Planning, Small Business Tax, Tax Preparation, Business Consulting, Management Consulting, Tax Advisory, Corporate Law
Mumbai
Summary: I have a rich academic background with a progress graph in my professionalism. I am achievement oriented and possess adaptability to change with the dynamic changes taking place in the system of working in the organization. I am focused in targeting my goal of becoming the outstanding financial key person.
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Nick Varley
Providing services: Financial Accounting, Bookkeeping, Personal Tax Planning
Greater Sheffield Area
Summary: A confident, driven individual with many years at Partner level in two ICAEW firms. Over 40 years advising owner managed businesses, sole traders, partnerships and limited companies. Extensive networking and business development skills and experience. Xero certified since 2015. Office contact number is 01709 581667 NickVarley@brearleyandco.co.uk