We couldn’t be prouder to share that our Asset Finance team were crowned winners of the Social award at the Asset Finance Connect Awards for our significant charity and community contributions and inclusive workplace environment. The awards celebrate outstanding contributions by companies and individuals within the asset finance industry. Our rising star finalist, Miri Heron, was also called out at the ceremony as being highly commended by the judging panel. Miri’s passion for Asset Finance is second to none so we were delighted that she was spotlighted for this recognition.
Metro Bank (UK)’s Post
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Charitable Strategist | Planned Giving | Major Gifts | Practice Management | Entrepreneurs | Next Gen
🔊 The S&P 500 is up over 11% year-to-date! Do you have clients with restricted/control stock subject to Rule 144? Don’t miss out on a highly effective philanthropic and tax planning opportunity, not to mention an opportunity to deepen client relationships and uncover new assets for management! #moregiving
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Manage trusts, estates or charities accounting more efficiently. Ensure compliance with a trusted tool designed for legal departments and law firms. Visit https://bit.ly/3XoLMeu And Request a demo now! #wolterskluwer #wolterkluweruk #accountingsoftware #legalproducts #CCH #AccountingBundle #accountancymanagement #bestonlineaccountingsoftware #TrustAccounts
Manage trusts, estates or charities accounting more efficiently. Ensure compliance with a trusted tool designed for legal departments and law firms. Visit https://bit.ly/3XoLMeu And Request a demo now! #wolterskluwer #wolterkluweruk #accountingsoftware #legalproducts #CCH #AccountingBundle #accountancymanagement #bestonlineaccountingsoftware #TrustAccounts
CCH Products For Legal
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Exciting update on our 2024 share offer! Yesterday was a big day for Mustard Seed Property, not only did we host our Annual General Meeting (AGM), but we reached our minimum raise of £100,000 thanks to socially conscientious investors. So now that we have reached our minimum raise, what does this mean? We can now make our first share offer allocation at the end of the month. This means investors will start accruing interest from 1 March. Invest before 29 February, to be part of the first cohort of 2024 investors. Don’t miss out! Thank you to everyone who attended our AGM yesterday. It was great to hear from our volunteer directors, listen to the inspirational work of our charity housing partners and receive feedback. Be part of our movement to transform lives in Cornwall through supported housing. This investment is not regulated by the FCA, nor covered by the Financial Services Compensation Scheme (FSCS) nor the Financial Ombudsman Service (FOR). The investment is not readily realisable, which means it may be difficult to sell and you may get back less than you originally invested, and returns are not guaranteed. To find out how you can invest and change lives visit: https://lnkd.in/ejSaBPx2 #cornwall #socialimpact #impactinvesting #socialimpactinvesting #housingcrisis #homelessness #supportedhousing #investingopportunities
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Manage trusts, estates or charities accounting more efficiently. Ensure compliance with a trusted tool designed for legal departments and law firms. Visit https://bit.ly/3XoLMeu And Request a demo now! #wolterskluwer #wolterkluweruk #accountingsoftware #legalproducts #CCH #AccountingBundle #accountancymanagement #bestonlineaccountingsoftware #TrustAccounts
CCH Products For Legal
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Cloudy with a chance of #Accounting - Digital Specialist for CCH OneClick and other powerful solutions at Wolters Kluwer Tax & Accounting UK - Weather snob.
Manage trusts, estates or charities accounting more efficiently. Ensure compliance with a trusted tool designed for legal departments and law firms. Visit https://bit.ly/3XoLMeu And Request a demo now! #wolterskluwer #wolterkluweruk #accountingsoftware #legalproducts #CCH #AccountingBundle #accountancymanagement #bestonlineaccountingsoftware #TrustAccounts
CCH Products For Legal
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We need to change the narrative around Philanthropy and Philanthropists Founder of Prism the Gift Fund, Anna Josse discusses the paradoxes present in the philanthropy sector today, and how they could be addressed. Read more: https://lnkd.in/eRGu4Tx9 Subscribe to the Citywealth Weekly Newsletter to learn more about Private Wealth Management: https://lnkd.in/et9kYWeR #Citywealth #privatewealth #privateclient #lawyers #accountants #trustees #privatebanks #investmentmanagers #powerwomen #PrivateWealth #lawfirms #financialservices #trusts #wealthmanagement
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Beyond Insurance; We bring Risk Management tools that will enhance the board activities.
Need ERM An identified system of funneling dark money into a series of non profits; 501 c 4, 4, or 5; smacks in the face of all regularity supports. Societal structures are needed to preserve our lives. Once ignored by a few, then regulators are needed.
Leonard Leo's network and money paid to his for-profit businesses
https://newstracs.com
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For seven decades, we've helped our clients develop legacy campaigns that have raised millions in income and helped secure long-term financial sustainability for their organisations. Explore more in our Issues Paper: https://lnkd.in/da2KxTDg #legacy #fundraising
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IRS publishes technical guides for tax-exempt groups and credit unions By Michael Cohn The Internal Revenue Service's Exempt Organizations and Government Entities unit has published two new technical guides aimed at nonprofits. #taxexempt #creditunions #governmententities #irs #cpapartnersllc #cpafirms #cpapartnersmp
IRS publishes technical guides for tax-exempt groups and credit unions
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On Tuesday, October 24th at 7:30am the Cincinnati Business Courier will host our Estate Planning Forum. The event will be held at Cincinnati USA Regional Chamber. A three member panel of experts from The Evelo|Singer|Sullivan|Bruegge Group, Strauss Troy, and VonLehman CPA & Advisory Firm will dive into this trending topic. Click here for tickets and more info: https://lnkd.in/eAmW_wYs The discussion will include: -Capacity to Gift: How does one determine how much to gift now, over time and/or in the future. -Tax Law Changes: Sunsetting legislation could potentially reduce lifetime exemption amounts and increase your taxable estate. -Philanthropic Goals: Understanding the different charitable giving vehicles, from unstructured to the more complex, to impact causes during your lifetime and beyond. -Matching Estate Planning to Family Culture: How to preserve your legacy and foster success for future generations. -Periodic Review: Estate strategies do need to be updated based on the creation and composition of your wealth, changes in law, your health or that of a family member, location, etc. Strauss Troy VonLehman CPA & Advisory Firm
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