RotenbergMeril provides comprehensive outsourced Financial and Operations Principal (FinOp) services to the broker-dealer community. By outsourcing FinOp services, broker-dealers are afforded all the benefits of a qualified and experienced financial professional, without the financial impact of hiring an onsite senior-level expert. Our FinOp Group carries out core financial responsibilities effectively and efficiently, allowing broker-dealers to […]
Tag Archives: Accounting
Harold A. Pollack, a professor at the University of Chicago, stated in a blog post that the essentials of personal finance fit on a 4×6-index card. When asked by his readers to demonstrate, Professor Pollack took one of his daughter’s index cards, wrote out his ideas, and posted these tips for the world to see: […]
As we go through life, countless events and happenings can be considered unpredictable, not excluding your finances. As a result, developing a plan you feel comfortable with that results in a course of action, is essential to deal with retirement and its potential ups and downs. According to this article, there are ten tips you […]
With the start of this year’s Holiday season it is important to consider, create and stick to your budget before fully embracing the holiday spirit. Creating a financial plan for the Holidays is essential to not overspending and staying on track with the many distractions and temptations out there. A simple gift guide however, is […]
Hiring an expert is crucial when in need of litigation support and valuation services, as proper analysis often plays a major role in reaching a decision. Once again, RotenbergMeril has proven to be a key player in settling shareholder disputes. At RotenbergMeril, our Litigation Support & Valuation Services group analyzes, interprets, and presents complex financial […]
RotenbergMeril partners Neal Rotenberg, Larry Meril, and Tony Torchia with over 150 delegates from more than 30 countries at the MSI Global Alliance’s 24th Annual International Conference in Munich, Germany!
Year-End Tax Planning Tips for Individuals and Business Owners Several important tax provisions affecting individuals and businesses are slated to expire at the end of this year. While a budget conference is underway between the House and Senate, we cannot predict if any agreement resulting from such negotiations will extend any expiring tax provisions. Because […]
Designed for accounting professionals and business owners, this free 1-day course will keep you on top of current changes to recently issued standards. The program will focus on: Relevant accounting standards, updates to the FASB codification issued in 2012 and 2013, accounting issues in the current economic environment, FASB/IASB joint projects, financial reporting framework for […]
Until now, tax audit issues could take months or years to resolve, however the IRS made great strides last week to solve this problem by introducing the Fast Track Settlement (FTS) system. The FTS program will speed up these cases to get fixed in sixty days or less from the application submit date. Still wary […]
Recently, taxpayers throughout the US have been receiving calls from individuals impersonating the IRS and demanding money they “owe”. These scammers have even taken it so far to threaten arrest, the suspension of their driver’s license or deportation to get the money they are asking for. The IRS offers these characteristics to keep note of, […]
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