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Alternative Finance Network Announces New Lending Partner, Providing Cannabis Real Estate Loans Starting at 5%

DENVER, Colo., April 28, 2021 (SEND2PRESS NEWSWIRE) — Alternative Finance Network (AFN), a leading provider of financing for the cannabis industry led by Marijuana Money Man, Scott Jordan, announces its new lending partner for single-digit real estate loans. The partnership will allow AFN to offer bank-like rates, resulting in real estate loans starting at five […]

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SimpleNexus enhances its eClose solution with remote online notarization (RON), enabling mortgage lenders to execute full eClosings

LEHI, Utah, April 27, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced SimpleNexus eClose now supports remote online notarization (RON), enabling lenders to efficiently conduct fully-digital eClosings.

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Mortgage Capital Trading, Inc Dives into 2021/Q2 with Two New Industry Leaders to Support Growth

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced Mike Robertson and Justin Putz have joined the company in the roles of Senior Regional Sales Director and Midwest Regional Sales Director respectively. Originally published on CaliforniaNewswire.com — Mortgage Capital Trading, Inc Dives […]

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ReverseVision’s CEO Joe Langner Appointed to National Reverse Mortgage Lenders Association Board of Directors

SAN DIEGO, Calif. /California Newswire/ — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that company President and CEO Joe Langner has been unanimously elected to the National Reverse Mortgage Lenders Association (NRMLA) Board of Directors. Originally published on CaliforniaNewswire.com — ReverseVision’s CEO […]

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ReverseVision President and CEO Joe Langner Appointed to National Reverse Mortgage Lenders Association Board of Directors

SAN DIEGO, Calif., April 22, 2021 (SEND2PRESS NEWSWIRE) — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that company President and CEO Joe Langner has been unanimously elected to the National Reverse Mortgage Lenders Association (NRMLA) Board of Directors.

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SimpleNexus Founder and CEO Matt Hansen Lauded by Mortgage Bankers Association as 2021 Tech All-Star Award Recipient

LEHI, Utah, April 21, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Founder and CEO Matt Hansen has been honored by the Mortgage Bankers Association (MBA) as a 2021 Tech All-Star award recipient.

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Mortgage Bankers Association Honors Top of Mind’s David Orsini as a 2021 Tech All-Star for Pioneering Advancements in Mortgage Marketing Technology

ATLANTA, Ga., April 21, 2021 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced Chief Product Officer David Orsini has been named a 2021 Tech All-Star by the Mortgage Bankers Association (MBA).

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EPIC Select Teams Up with Morgan Stanley for Sports and Entertainment Insurance

NEW YORK, N.Y., April 20, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants announced today that it has been named by Morgan Stanley to offer risk management services to their sports and entertainment clients through their Global Sports & Entertainment Directors via the EPIC Select model. EPIC Select is a new bespoke service model […]

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Rockfleet Announces Availability of CapRaize

NEW YORK, N.Y., April 20, 2021 (SEND2PRESS NEWSWIRE) — Rockfleet Financial Services, Inc. (“Rockfleet”) announced today immediate availability of CapRaize℠, enabling entrepreneurs and qualified all-stage companies seeking capital to connect seamlessly with all classes of investors, including crowdfunding enthusiasts, accredited investors, qualified purchasers, institutions, and family offices.

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Hottinger announces new, high performance weekly signals are now available for ETF future and option traders

JACKSONVILLE, Fla. /Florida Newswire/ — HottingerSignals.com, LLC is proud to announce the release of its newest algorithm for producing weekly trading signals on 5 ETF’s: SPY, QQQ, GLD, IWM, XBI, and their parallel E-Mini futures. The post Hottinger announces new, high performance weekly signals are now available for ETF future and option traders appeared first […]

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Oregon Bankers Association Subsidiary Endorses Promontory MortgagePath’s Mortgage Fulfillment Services, Digital Mortgage Platform

DANBURY, Conn., April 19, 2020 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage fulfillment services, announced today Synergy by Association, Inc., a wholly-owned subsidiary of the Oregon Bankers Association (OBA) has officially endorsed its mortgage fulfillment services and proprietary point-of-sale technology Borrower Wallet®.

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Nomis Solutions Names Fintech Expert Joe Zeibert as VP, Head of Mortgage Product and Strategy

SAN FRANCISCO, Calif. /California Newswire/ — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced today the promotion of FinTech expert Joe Zeibert to vice president, head of mortgage product and strategy. Originally published on CaliforniaNewswire.com — Nomis Solutions Names Fintech Expert Joe Zeibert as VP, Head of Mortgage Product and […]

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Proposed Legislation Would Make the 45L and 179D Energy Efficiency Tax Incentives More Lucrative

BLAINE, Minn., April 13, 2021 (SEND2PRESS NEWSWIRE) — The ‘Growing Renewable Energy and Efficiency Now’ (GREEN) Act aims to extend and boost tax incentives for energy efficiency and renewable energy. According to Alex Bagne, the President of ICS Tax, LLC, “If passed, the GREEN Act would make both the 45L Energy Efficient Home Credit (45L […]

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Top of Mind Welcomes Former MonitorBase Chief Revenue Officer and Mortgage Industry Veteran Rick Webster as VP of Client Strategy

ATLANTA, Ga., April 13, 2021 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced it has added mortgage and marketing expert Rick Webster as VP of client strategy.

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ReverseVision Selects AWS as Cloud Provider – Will Deliver World-Class Digital Reverse Mortgage Lending Experience

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced it has adopted Amazon Web Services, Inc (AWS) as its preferred cloud provider. Originally published on CaliforniaNewswire.com — ReverseVision Selects AWS as Cloud Provider – Will Deliver World-Class Digital […]

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ReverseVision Selects AWS as Cloud Provider to Deliver World-Class Digital Reverse Mortgage Lending Experience

SAN DIEGO, Calif., April 12, 2021 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced it has adopted Amazon Web Services, Inc (AWS) as its preferred cloud provider.

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Provident Funding Partners with Lender Price – joins the Lender Price Marketplace

PASADENA, Calif. /California Newswire/ — Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Provident Funding has joined the Lender Price Marketplace. Provident Funding has been committed to the wholesale channel since inception in 1992. The Lender Price Marketplace user base has doubled over the past 12 months with more […]

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Provident Funding Partners with Lender Price

PASADENA, Calif., April 8, 2021 (SEND2PRESS NEWSWIRE) — Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Provident Funding has joined the Lender Price Marketplace. Provident Funding has been committed to the wholesale channel since inception in 1992. The Lender Price Marketplace user base has doubled over the past 12 […]

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Punchbowl News Founder and CEO Anna Palmer to Keynote #HousingDC21

WASHINGTON, D.C., April 8, 2021 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies President Faith Schwartz today announced that Anna Palmer, a New York Times best-selling author who has been writing about congressional leadership, the lobbying industry, presidential campaigns and the politics of governing for more than 15 years will keynote #HousingDC21, a 100% virtual housing summit […]

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South Bay Credit Union announces Spring offer on their HELOC (home equity line of credit) Loan Product

LOS ANGELES, Calif. /California Newswire/ — South Bay Credit Union – Member-owned not-for-profit financial cooperative, today announced the launch of a limited time offer on their Home Equity Line of Credit (HELOC) program to homeowners in the South Bay Los Angeles Area. Originally published on CaliforniaNewswire.com — South Bay Credit Union announces Spring offer on […]

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Promontory MortgagePath Named One of the Best Places to Work in Financial Technology

DANBURY, Conn., April 1, 2021 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today it has been named one of the Best Places to Work in Financial Technology in 2021. The awards program was created in 2017 and is a project of Arizent, which […]

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Chelsea Groton Bank, in Partnership with NCDC and GNACC, Offers Free Online Business Seminars for Local Entrepreneurs

GROTON, Conn., April 1, 2021 (SEND2PRESS NEWSWIRE) — Chelsea Groton Bank kicks off their 8-week “CU Grow: Online Small Business Bootcamp” on April 1, 2021. The FREE small business series, designed for aspiring and established entrepreneurs, is offered through the Bank’s financial education program, Chelsea University, in partnership with the Norwich Community Development Corporation (NCDC) […]

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Top of Mind’s Surefire CRM Integrates with LendingPad LOS to Streamline Communication Throughout the Loan Origination Process

ATLANTA, Ga., March 31, 2021 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced an integration between its Surefire CRM and the LendingPad(r) suite of loan origination solutions (LOS).

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The Mortgage Collaborative’s Emerging Tech Fund Announces Investment in Maxwell

SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative, the nation’s largest independent cooperative network in the mortgage industry, announced today the first investment of its recently launched TMC Emerging Technology Fund LP (“TMC Fund”). Originally published on CaliforniaNewswire.com — The Mortgage Collaborative’s Emerging Tech Fund Announces Investment in Maxwell

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Top of Mind Partners with MBS Highway to Make Real Estate Report Cards Available Through Surefire CRM

ATLANTA, Ga., March 25, 2021 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has partnered with MBS Highway to distribute Real Estate Report Cards through Top of Mind’s award-winning Surefire CRM.

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Embrace Home Loans Launching SimpleNexus Homeownership Platform for Its 300 Retail Mortgage Loan Officers in 2021

LEHI, Utah, March 25, 2021 (SEND2PRESS NEWSWIRE) — Top-ranked mortgage lender Embrace Home Loans today announced plans to roll out SimpleNexus, the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, to more than 300 retail mortgage LOs before the end of the year.

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Michigan First Credit Union Implements CompenSafe by LBA Ware to Facilitate Mortgage Lending Division Growth

MACON, Ga., March 23, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that Michigan First Credit Union (Michigan First) has implemented LBA Ware’s ICM platform CompenSafe to automate incentive compensation for its mortgage division’s 40+ loan originators […]

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DocMagic & Secure Insight Form Partnership to Create a National Database of Certified Remote Online Notarization Providers

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance and comprehensive eMortgage services, and Secure Insight, Inc., the leading risk reporting firm for data intelligence on mortgage settlement agents, jointly announced the offering of a centralized training program on remote online notarization (RON) technology and processes. […]

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DocMagic and Secure Insight Form Partnership, Creating a National Database of Certified Remote Online Notarization Providers

TORRANCE, Calif. and PARSIPPANY, N.J., March 18, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance and comprehensive eMortgage services, and Secure Insight, Inc., the leading risk reporting firm for data intelligence on mortgage settlement agents, jointly announced the offering of a centralized training program on remote […]

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Q3 2020 Critical Defect Rate Hits Five-Year High, According to ACES Mortgage QC Industry Trends Report

DENVER, Colo., March 18, 2021 (SEND2PRESS NEWSWIRE) — ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its quarterly ACES Mortgage QC Trends Report covering the third quarter (Q3) of 2020. The latest report provides an analysis of post-closing quality control […]

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Top of Mind’s Power Video Helps Loan Originators Build Personal Connections with Clients, Prospects and Referral Partners – in Seconds

ATLANTA, Ga., March 18, 2021 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Power Video, a new toolset within Surefire CRM that makes it easy to record and send videos to clients, […]

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SimpleNexus and Norcom Mortgage Partner to Develop New Customer Mobile App

LEHI, Utah, March 17, 2021 (SEND2PRESS NEWSWIRE) — Norcom Mortgage, a family-owned mortgage company with 36 locations along the East Coast, announced today the launch of its Easy Street App for iOS and Android mobile devices. Built by SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents.

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2021 Restaurant Revitalization Fund and Restaurant Tax Relief Strategies by Ace Plus Tax Resolution

LOS ANGELES, Calif. /California Newswire/ — James Cha, a CPA and a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, underlines the newly enacted restaurant revitalization fund, recent tax challenges the restaurant industry is facing, and tax relief strategies. Originally published on CaliforniaNewswire.com — 2021 Restaurant Revitalization Fund and Restaurant Tax Relief Strategies by […]

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Tapcheck Wins ‘Best Employee Benefits Solution’ in 2021 FinTech Breakthrough Awards Program

LOS ANGELES, Calif., March 16, 2021 (SEND2PRESS NEWSWIRE) — Tapcheck, a simple and easy-to-integrate financial wellness benefit that allows employers to give employees the ability to access their earned wages before payday, today announced that it has been selected as winner of the “Best Employee Benefits Solution” award in the fifth annual FinTech Breakthrough Awards […]

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PR: HousingWire Honors DocMagic with Tech 100 Mortgage Award for the Eighth Year in a Row

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that it again earned a spot on HousingWire’s 2021 Tech 100 list, recognizing the most innovative and impactful technology companies in the mortgage industry. Originally published on CaliforniaNewswire.com — PR: HousingWire Honors […]

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HousingWire Honors DocMagic with Tech 100 Mortgage Award for the Eighth Year in a Row

TORRANCE, Calif., March 12, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that it again earned a spot on HousingWire’s 2021 Tech 100 list, recognizing the most innovative and impactful technology companies in the mortgage industry.

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Jeremy Lawson Joins EPIC’s Contingency Risk Practice as Managing Principal in Texas

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants announced today that Jeremy “Jez” Lawson has joined the firm as Managing Principal of its expanding Contingency Risk Practice group. Originally published on CaliforniaNewswire.com — Jeremy Lawson Joins EPIC’s Contingency Risk Practice as Managing Principal in Texas

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Strategic Benefits Advisors launches ‘Lightning Benefits Survey’ series for plan sponsors

ATLANTA, Ga., March 11, 2021 (SEND2PRESS NEWSWIRE) — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the launch of a bi-monthly Lightning Benefits Survey series designed to help plan sponsors understand where their peers stand on a variety of timely employee benefits topics. Participation in the series – and access […]

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Top of Mind’s ‘Surefire Lookbook’ Helps Mortgage Lenders Showcase Their Marketing Assets to Prospective Loan Officers

ATLANTA, Ga., March 11, 2021 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today released a new feature designed to aid mortgage lenders with the recruiting process.

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Commercial Loan Corp is Offering Free Calif. ‘Property Tax Savings Estimate & Consultation’

NEWPORT BEACH, Calif. /California Newswire/ — 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 […]

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

NEWPORT BEACH, Calif., March 10, 2021 (SEND2PRESS NEWSWIRE) — 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 […]

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

ATHENS, Ga., March 10, 2021 (SEND2PRESS NEWSWIRE) — 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 […]

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Florida’s Best Reverse Mortgage Company Announces Launch of Interactive Website Promising to Give Senior Homeowners Instant Answers

CLEARWATER, Fla., March 9, 2021 (SEND2PRESS NEWSWIRE) — Florida’s Best Reverse Mortgage Company, a Clearwater based reverse mortgage firm, has announced the launch of a new interactive website. The website’s centerpiece is an interactive qualifier that can calculate a homeowner’s available equity.

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

MACON, Ga., March 9, 2021 (SEND2PRESS NEWSWIRE) — 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™ […]

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Mid America Mortgage Launches Click n’ Close Title to Provide Digitally-Driven Real Estate Closing Services Powered by RON

ADDISON, Texas, March 4, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today it has launched Click n’ Close Title, a digital-first residential title insurance company, to deliver more comprehensive digital mortgage closing services to the residential real estate market.

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Top of Mind Selected for HousingWire’s 2021 Tech100 List of Most Innovative Companies in Mortgage Technology

ATLANTA, Ga., March 3, 2021 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has been named to HousingWire’s 2021 Tech100 list of the most innovative technology companies serving the mortgage and real estate industries.

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SimpleNexus Announces Inaugural Nexus Award Winners at 2021 SimpleNexus User Group, Opens Early Access Sign-up for Remote Online Notarization

LEHI, Utah, March 3, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, has announced the winners of the inaugural 2021 Nexus Awards. During the event, SimpleNexus opened early access sign up for Remote Online Notarization (RON).

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EPIC Announces Nationwide Leadership Structure Realignment

SAN FRANCISCO, Calif. /California Newswire/ — 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. Originally published on CaliforniaNewswire.com — EPIC Announces Nationwide Leadership Structure Realignment

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MBA’s Charmaine Brown to Kick-Off Day One #HousingDC21 Discussion on Diversity, Equity and Inclusion

WASHINGTON, D.C., Feb. 17, 2021 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies President Faith Schwartz today announced that Charmaine Brown, the Mortgage Bankers Association Director of Diversity, Equity & Inclusion will kick-off Day One of #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021.

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Top of Mind Elevates Nick Belenky to Chief Revenue Officer

ATLANTA, Ga., Feb. 16, 2021 (SEND2PRESS NEWSWIRE) — 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 […]

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SimpleNexus User Group Announces Finalized SNUG 2021 Agenda, Debut of Inaugural Nexus Awards

LEHI, Utah, Feb. 16, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced it has finalized the 2021 SimpleNexus User Group (SNUG) conference agenda with the addition of new speakers and the inaugural Nexus Awards presentation ceremony.

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Promontory MortgagePath Appoints Savita Ilango as Chief Financial Officer

DANBURY, Conn., Feb. 11, 2021 (SEND2PRESS NEWSWIRE) — 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 […]

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KBKG Adds 3 New Principals to Cost Segregation and Research & Development Tax Credit Services

PASADENA, Calif. /California Newswire/ — Nationwide tax specialty firm KBKG promoted Eddie Price to Principal of Cost Segregation Services, as well as Paul McVoy and Jonathan Tucker to Principals of Research & Development Tax Credit Services. Originally published on CaliforniaNewswire.com — KBKG Adds 3 New Principals to Cost Segregation and Research & Development Tax Credit […]

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

MACON, Ga., Feb. 9, 2021 (SEND2PRESS NEWSWIRE) — 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 […]

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Los Angeles Based KROST CPAs Announces New Principal, Stacey R. Korman, CPA, MST

PASADENA, Calif. /California Newswire/ — KROST CPAs and Consultants, the Los Angeles based firm, has announced a new Principal, Stacey R. Korman, CPA, MST. Stacey has extensive experience in assurance & advisory and accounting services and since joining the firm she has led the accounting and audit departments. Originally published on CaliforniaNewswire.com — Los Angeles […]

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EPIC Insurance Brokers Acquires Pharmaceutical Strategies Group

SAN FRANCISCO, Calif. /California Newswire/ — 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. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers Acquires Pharmaceutical Strategies […]

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EPIC Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group

SAN FRANCISCO, Calif., Feb. 4, 2021 (SEND2PRESS NEWSWIRE) — 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.

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CA Property Tax Laws Change in 13 Days: To Help Heirs Now Inheriting Property, Commercial Loan Corp Offers Free Benefit Analysis

NEWPORT BEACH, Calif. /California Newswire/ — 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, […]

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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., Feb. 3, 2021 (SEND2PRESS NEWSWIRE) — 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 […]

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