The Latest

  • Investors focused on Trump’s comment that he’ll outline a “phenomenal” tax plan within weeks.

    February 10
    Wall Street Bloomberg
  • From a tax perspective, donating required minimum distributions from a traditional IRA to a qualified charity is a smart move for retirees.

    February 10
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  • Michael Whitmire, CPA, is co-founder and chief executive officer at Los Angeles-basedFloQast, Inc., a developer of accounting close management software, built by and for accountants. The company works closely with a range of organizations of varying scope and size, helping them to close their books more quickly, efficiently and accurately. Reach him at mike@floqast.com.

    February 10
    Mike Whitmire of FloQast
  • Steve Weil is security director at Point B, a management consulting firm. Over the past 20 years, he has provided a wide variety of cybersecurity services to hospitals, universities, state government agencies, cities and large companies throughout the United States.

    February 10
  • The new product tracks the smart beta index designed by Robert Shiller and Barclays.

    February 10
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  • John K. Paglia is executive director of the Peate Institute for Entrepreneurship at Pepperdine University's Graziadio School of Business and Management. A professor of finance, Dr. Paglia is engaged by the Library of Congress as a private equity and venture capital expert to conduct research on the Small Business Administration’s SBIC private equity program.

    February 10
    John K. Paglia is executive director of the Peate Institute for Entrepreneurship at Pepperdine Graziadio School of Business and Management.
  • A new comment period would give the administration time to prepare for legal challenges anticipated after it puts a delay into place, one expert says.

    February 10
    Department of Labor exterior by Bloomberg
  • Mark Stadler is responsible for the overall strategic direction and management of BridgeHealth, the country’s leader in lower-cost, high-quality bundled surgical case rate benefit plans. Stadler brings nearly 40 years of health care, business, sales and marketing experience to his role as CEO. Previously, he served as chief marketing officer at HealthSmart Holdings and has served in multiple executive positions that include senior vice president for the U.S. markets for Great-West Healthcare. Stadler spent nearly 18 years with Mercer Human Resource Consulting.

    February 10
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  • NorthStar communications executive Chelsey Duncan said the firm embraced this concept with the addition of a digital marketing coordinator in January.

    February 10