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Taking losses is the silver lining to this year's 20% market decline.

A financial planner can complement the CPA through the stressful process by taking on a number of supporting — yet crucial — roles.

Perry Green is chief financial officer and a senior wealth strategist at Waddell & Associates. He has worked extensively with owners of closely held businesses and executives of large corporations assisting with tax planning, transition planning and stock option planning as well as with gift, estate and retirement planning.

The announcement, higher wealth profits due to rising interest rates and record recruited client assets ushered the tax-focused firm into its latest phase of change.

As the GM for Insurance, Elizabeth Del Ferro brings with her a consistent track record of guiding profitable business expansion within Property and Casualty Insurance software companies. She most recently served as the Vice President of Partner Go-to-Market for Duck Creek Technologies.

The short-term loans surged in popularity during the pandemic thanks to consumers who were flush with extra cash and limited to shopping online.

Rema Matevosyan is the CEO and co-founder of Near Space Labs, a cutting-edge, high-resolution Earth imagery company for which she was featured in Forbes 30 Under 30. Prior to Near Space Labs, Rema worked as a researcher in Systems Engineering for Complex Aerospace Systems, informing the decisions of the European Commission regarding the Copernicus satellite network. Rema is an Emerging Space Leader and recognized scholar by the International Astronautical Federation and a published researcher in top journals including the American Institute of Aeronautics & Astronautics and The Institute of Electrical & Electronics Engineers.

Mike Lamble is managing partner of PremiumIQ, a specialist consultancy focused on data analytics needs of insurance companies. He was formerly CEO of Clarity Insights and managing director of Knightsbridge Solutions.

Sumit is a seasoned expert, with more than 24 years of experience in Automotive, IOT, Telecom and Healthcare Verticals. Sumit has always played the leadership role that allowed him to manage a P&L of close to US $ 0.5B across various organizations, such as Aricent, Nokia and Harman, enriching their domestic as well as international business verticals.

Sumit co-founded CerebrumX, a leader in the connected vehicle data domain that gave the auto industry its first AI-powered Augmented Deep Learning Platform (ADLP), and currently serves as its Chief Operating Officer (COO). Thanks to his rich experience, Sumit is passionate about mentoring and guiding the next generation of entrepreneurs.

Ruth Puente is the COO at Bdeo, a technology company that provides visual intelligence for motor vehicle and home insurers.