?? Big news is hitting the streets! You might see us rolling through your city as we celebrate CBIZ’s acquisition of Marcum LLP. Our new look is more than just a fresh wrap - it's a symbol of our growing strength and expanded services in accounting, tax, advisory, benefits, insurance, and technology. From coast to coast, we’re #DrivingGrowth and ready to help businesses thrive. Keep an eye out for our wrapped buses and follow CBIZ to stay updated on all our new services to help your business. #OneCBIZ
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Hold onto your hats because we've got some thrilling news to share! We're officially a BBB Accredited Business! Join us in celebrating this momentous occasion as we reaffirm our commitment to excellence and integrity in serving you.?? #taxexpert #taxpreparer #taxexpertthathelps #taxprofessional #taxservice #professionaltaxservice #lindenhurstny #lindenhurst #taxexpertise #businessexpert #strategicvision #positivechange #maximizeroi #employeeengagement #strategicexpertise #organizationalexcellence
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I always wanted to start my own business. America seemed like the best place to do it. It sounded exciting! But when I really started, it was harder than I thought. Read more ?? https://lnkd.in/gZMjQzpY #formllc #llc #llcregistration #tousifakram #llcformation #smallbusiness
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Should be a great discussion for someone doing a deal for the first time or even many times! #learnandshare #construction #architectureandengineering #mergersandacquisitions #CohnReznick #USInsuranceServices #M&TBank
Join us for our next panel discussion. We will discuss the Nuts and Bolts of a #construction M&A Transaction. Session will be in-person in Potomac, MD. We hope to see you there! USI Insurance Services Shulman Rogers M&T Bank CohnReznick LLP Register Here:
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Imagine walking out of a client meeting with a $50K deal and an invitation to present to an entire peer group. That’s exactly what happened for one of our advisors, thanks to a strategic CPA partnership. Join our community and learn how to turn every meeting into an opportunity. Schedule your strategy session today at https://lnkd.in/e3tcBhE4 #EliteResourceTeam #AdvisorSuccess #CPAPartnership #ClientMeetings #FinancialAdvisors #BusinessGrowth
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We are thrilled to share that Guardian Tax Consultants recently completed two days of intensive consulting with Chuck at Red Flag Advantage. This collaboration focused on refining our brand positioning, sales structure, and standards around our strategic partner platform utilizing MSO (Management Services Organization). The insights gained are invaluable as we strive to protect family wealth and accelerate business growth for our clients. Our enhanced platform enables firms to deepen client relationships, diversify revenue streams, create value differentiation, and generate profits for end clients. Our strategic partner platform is truly game-changing, and we look forward to sharing more exciting updates soon! Chuck Hollander Michael Claudio Jake Valente David Herrig #redflag #Lionstreet #BusinessGrowth #WealthManagement #ClientRelationships #RevenueDiversification #ValueCreation #FinancialConsulting #StrategicPartnership #GuardianTaxConsultants #RedFlagAdvantage #MSOPlatform
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What Sets Lowrys Apart? Discover why businesses trust Lowrys for their financial and business services. Visit our About Us section and see how we can help you succeed! ?? https://lnkd.in/ghas6xFZ #BusinessServices #FinancialAdvisors #Lowrys"
ABOUT US - Trusted Financial Partner
https://lowrys.com.au
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Feeling lost in the maze of filing your returns? ??? Let EKV & Associates LLP be your guiding light! Our expert team deciphers the complexities, crafting personalized strategies for maximum benefits. Say hello to clarity and confidence! ?? #TaxRegulations #TaxPlanning #Clarity #ExpertAdvice #EKVConsulting #FinancialGuidance
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???Are you prepared to navigate the complexities of financial restructuring? Join us for an insightful Professional Development virtual session where experts from Alliant Insurance Services, Andersen, and Reed Smith LLP will share their knowledge on minimizing risk and tax consequences during the restructuring process. Register in comments! What you can expect: ?A primer on the restructuring process (Chapter 11 focus) from Keith Aurzada ?Key insurance ramifications and claims exposures from Bill Dougherty ?Strategies for defining taxable income and managing NOLs from Richard Larkins This session is designed for finance professionals looking to deepen their understanding of these critical topics. Don’t miss out on this opportunity to learn from industry leaders! Register in the comments! #FinancialRestructuring #RiskManagement #ProfessionalDevelopment #FinanceProfessionals
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Amber E Kellogg, Our VP of Affilliate Origination & Management pulls back the curtain on what Occams Advisory truly does. It's not just about jargon and acronyms. It's about empowering businesses like yours to thrive. Are you the "general doctor" of your business? Hear why Occams Advisory can be your specialist for tax compliance and beyond. ? Learn the secret sauce to business health: expert tax guidance from Occams Advisory. Click the link to discover how Occams Advisory can be your trusted partner in achieving financial success. https://bit.ly/44PrSv0 #OccamsAdvisory #BusinessGrowth #TaxExperts #BeyondTheNumbers #ClickTheLink #LearnMore
Beyond the Acronyms: What You Really Need to Know About Occams Advisory
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Borde & Associates, P.A. ? ? ? ? ? Insurance Agent?? "The Value Proposition for Individual, Family & Group Insurance & Investment Solutions!" Call ?? 321.252.2340
Borde & Associates, P.A. Business Succession Planning If you intend to pass your business onto the next generation, and you want to minimize both the tax implications and the risk of transition, watch this short video to learn how to develop the perfect exit strategy or business succession plan. For more information call 321-252-2340 Watch video: https://lnkd.in/efu5uFgA #retirementplanning #SuccessionPlanning #businessplanning
Business Succession Planning
financialsecurity.video
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