Events
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AICPA Offers Consumers Financial Planning Advice on Holiday Shopping
Keep a Budget, Pay with Cash, Be Resourceful -
Four Bober, Markey, Fedorovich Professionals Receive Credentials in Financial Forensics
AKRON, Ohio , Dec. 4 /PRNewswire/ -- The regional accounting firm of Bober, Markey, Fedorovich (BMF) announced that four of its professional staff have earned credentials as "Certified in Financial Forensics (CFF)," a CPA specialty created by the American Institute of CPAs (AICPA) established this year for those who carry particular expertise in forensic accounting. -
Equitable Resources Board Approves 2009 Capital Budget
PITTSBURGH , Dec. 4 /PRNewswire-FirstCall/ -- The Board of Directors of Equitable Resources, Inc. (NYSE: EQT) yesterday approved the company's capital budget for 2009. The company forecasts capital expenditures for 2009 of approximately $1.0 billion . -
Protiviti and SAP to Present Webinar on the Convergence of Enterprise Performance Management and Risk Management Amidst Unprecedented Business Challenges
MENLO PARK, Calif., Dec. 3 /PRNewswire/ -- WHAT: With the impact of globalization, new competitive threats, recessionary pressures and tough regulatory demands, it has never been more important for organizations to fully align and integrate strategy with risk and performance management. In those organizations where strategic and risk management activities are still conducted in isolation and where risk is a mere afterthought to strategy-setting, the results can be disastrous. Join Protiviti, a global business consulting and internal audit firm, and SAP for their next joint webinar about the convergence of enterprise performance management and risk management during the current economic crisis and beyond. In the hour-long session, experts will discuss how companies can: -- Create real-time transparency into an organization's operations -- Proactively identify and mitigate the risks inherent in the strategy -- Effectively communicate and deploy strategy in a consistent manner -- Ensure the seamless integration of strategic plans, risk management and performance management WHEN: Wednesday, December 10 at 8:00 a.m. PST/11:00 a.m. EST WHO: James DeLoach, Managing Director and Global GRC Solutions Leader, Protiviti Carl Waller, Managing Director and Global Finance Transformation Solutions Leader, Protiviti Jennifer Maddox, Director, Enterprise Performance Management and GRC, SAP HOW: Register for this complimentary webinar at http://www.protiviti.com/go/sapwebinar by December 9. (Logo: http://www.newscom.com/cgi-bin/prnh/20051101/SFTU041LOGO) SOURCE Protiviti -
Trucktax(R) Deploys Paperless Driver Trip Reporting System to Simplify the IFTA and Fuel Tax Compliance Management Task in the Trucking Industry
MARKHAM, Ontario , Dec. 3 /PRNewswire/ -- This system is an online trip report form that looks and functions like a paper form but is even easier to use. This online trip report system will relieve drivers of the time and effort required to prepare paper trip reports for their carrier company for use in driver pay settlement and State/Province IFTA Fuel Tax compliance reporting.
High Net Worth Individuals
We Understand High Net Worth Individuals
At SingerLewak we know the importance of relationships in serving high net worth individuals and meeting their needs for financial controls, stability and simplicity. We have extensive experience providing business management and tax services to high net worth individuals, their families and family businesses. Our experience and reputation has been established through long-term relationships, building a high level of transparency and trust. Clients receive full reporting of our activities and the financial assets with which we are entrusted. Our high net worth individuals specialty group provides concierge style services designed to deliver financial security to clients through the knowledge that the complex details are in the hands of their trusted advisors.
Specialized services offered to our high net worth individuals include:
- Business management services
- Financial reports and bookkeeping services
- Charitable giving
- Succession planning
- Income tax planning and preparation
- Estate planning
- Analysis of business transactions
- Insurance analysis and risk management
- Litigation support consulting
- Business valuations
We have the skills that high net worth individuals need:
Extensive experience with high net worth individuals in the following industries:
- Entertainment
- Corporate
- Entrepreneurs
- Trust fund
- Real Estate
- Sports
- Performance Arts
Our Business Management practice provides for:
- Recurring Services
- Loan Negotiation
- Financial Review
- Advisor Liaison
- Project and home construction disbursement management
Tax:
- Tax planning and compliance
- Estate
- Retirement
We are committed to provide the service that high net worth individuals expect:
Our practice group is dedicated to provide the services tailored to the needs of affluent individuals. Our national reputation in the professional services community (i.e. bankers, attorneys, money managers, insurance brokers, etc) is unparalleled. We have the networks and ability to always bring in the right professionals to service our client.
We understand the need to be cost-effective:
- We create fee structures based on our client’s needs and a customized relationship plan
- We build payment plans that address our client’s cash flow needs