How Mortgage Points Could Lower Interest Rates

How Homebuyers Can Leverage Mortgage Points to Fight Inflation 2022 has brought many financial challenges to taxpayers. Inflation is at a 40-year high and the Federal Reserve has made aggressive…

Fundraising Event Reporting

Download Your Checklist for IRS Reporting Help your non-profit fundraising event meet IRS compliance and reporting requirements. This customizable list can be tailored to your organization’s specific needs….

Mary Margaret Sword

…for clients in compliance with Rule 206(4)-2 and Rule 204-2(b) of the Investment Advisors Act of 1940. Mary Margaret is a member of the Financial Services and Not-for-Profit industry teams….