Category: Finance

Commercial Loan Corp – Offering Free ‘Property Tax Savings Estimate & Consultation’ for Beneficiaries Inheriting a Home – Keeping Parent’s Low Property Tax Base

ScoopCloud Newswire

NEWPORT BEACH, Calif. /ScoopCloud/ — Now that limitations and changes to CA Proposition 58 property tax breaks became active Feb 16, 2021 due to Proposition 19 – popular estate & trust lender Commercial Loan Corp in Newport Beach is offering heirs and beneficiaries inheriting a home from parents a Free Consultation & Estimate of Property Tax Savings – to keep their parent’s low property tax base.

Brew Up Tax Savings with the R&D Tax Credit

BOSTON, Mass. /ScoopCloud/ — While the trendy term “Microbrewery” may have been the proper terminology for new craft beer breweries and startups, they no longer remain “micro” in revenue, says ICS Tax, LLC (ICS). Growth in the craft beer industry in the U.S. has steadily grown to almost $30 billion.

FormFree Elects Mortgage Banking Authority James Deitch, CPA, CMB to Board of Directors

ATHENS, Ga. /ScoopCloud/ — FormFree today announced the election of serial entrepreneur, mortgage banking executive and author James Deitch, CPA, CMB, to its board of directors. Deitch, a mortgage industry veteran of three decades, has counseled over 200 financial services businesses, served as president and CEO of five federally chartered banks and served on advisory panels for Fannie Mae (OTCMKTS: FNMA), Freddie Mac (OTCMKTS: FMCC), Truist (NYSE: TFC) and Wells Fargo (NYSE: WFC).

AmCap Home Loans Selects LimeGear by LBA Ware to Fuel Productivity with Turnkey Business Intelligence (BI)

MACON, Ga. /ScoopCloud/ — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that AmCap Home Loans (AmCap) has implemented LBA Ware’s LimeGear™ BI platform across its 143 branch locations. AmCap also uses LBA Ware’s ICM platform CompenSafe™ to manage incentive pay for its 600 loan originators.

Fairport Wealth Announces 2021 Community Beacon Recipient

CLEVELAND, Ohio /ScoopCloud/ — Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, “The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families.”

KBKG Welcomes Two New Directors to Atlanta-Based Operation

ATLANTA, Ga. /ScoopCloud/ — Nationwide tax specialty firm KBKG hired two new Directors, Amar Patel and Ian Williams, as part of their Southeast practice. Both Directors join KBKG with over 25 years of combined experience in Cost Segregation and Research & Development Tax Credits, two key services offered by the firm to CPAs and businesses.

EPIC Announces Leadership Structure Realignment

ATLANTA, Ga. /ScoopCloud/ — EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.

EPIC Adds Allen Baker as Senior Risk Consultant

BIRMINGHAM, Ala. /ScoopCloud/ — EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama.

Top of Mind Elevates Nick Belenky to Chief Revenue Officer

ATLANTA, Ga. /ScoopCloud/ — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced the promotion of Nick Belenky to chief revenue officer. In this elevated role, Belenky will lead Top of Mind’s marketing, sales and customer experience teams.

Promontory MortgagePath Appoints Savita Ilango as Chief Financial Officer

DANBURY, Conn. /ScoopCloud/ — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced today it has hired Savita Ilango as chief financial officer. A financial industry veteran, Ilango brings unique perspectives for helping Promontory MortgagePath continue both on its growth trajectory and toward achieving its mission of changing the way lenders approach their mortgage business.

LBA Ware Announces Mortgage Industry Outlook Webinar Featuring Mortgage Bankers Association Chief Economist Michael Fratantoni

MACON, Ga. /ScoopCloud/ — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today announced it will debut its quarterly webinar series with a 2021 mortgage industry outlook session featuring Mortgage Bankers Association (MBA) chief economist and senior vice president, research and industry Michael Fratantoni.

EPIC Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group

SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation’s largest independent pharmacy benefit consulting firm into EPIC’s Employee Benefits Consulting practice.

CA Property Tax Laws Change in 13 Days: To Help Heirs Now Inheriting Property to Preserve Low Property Tax Base – Commercial Loan Corp Offers Free Benefit Analysis

NEWPORT BEACH, Calif. /ScoopCloud/ — With only 13 days left before California Proposition 58 property tax breaks undergo changes and limitations imposed by new tax measure Proposition 19, on Feb. 16, 2021 – popular trust lender Commercial Loan Corporation is offering Heirs of Estates and Trust Beneficiaries, who are inheriting a home from parents, a free benefit analysis.

Policy Inspector Partners with FIMC

STOWE, Vt. /ScoopCloud/ — Policy Inspector Inc. is pleased to announce we have partnered with FIMC in their new Silver Safeguard benefit program. The Policy Inspector searches for lost insurance policies and annuities for members and their loved ones; including policies on living and deceased policyholders.

EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice

SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability.

Taylor Wilshire and the Wilshire Foundation Receive Global Excellence Award While Spearheading International Change During Pandemic

NEW YORK, N.Y. /ScoopCloud/ — Taylor Wilshire and the Wilshire Foundation will receive the Global Excellence Award (GEA) from the Consortium of International Social and Financial Responsibility (CISFR) on February 15, 2021. This award highlights the Wilshire Foundation’s outstanding achievements, advancements, and innovations in international business and global affairs.