المؤلفون: Alexander, Antoinette (AUTHOR)

المصدر: Accounting Today. Jun2024, Vol. 38 Issue 6, p25-31. 5p. 2 Color Photographs.

مصطلحات موضوعية: *PERSONAL finance, *TAX planning, *TAX preparation, *ONBOARDING (Management coaching), ROBOTIC process automation, COUNSELING in higher education

المؤلفون: Russell, Roger (AUTHOR)

المصدر: Accounting Today. Jan2024, Vol. 38 Issue 1, p20-24. 5p. 2 Cartoon or Caricatures.

مصطلحات موضوعية: *PERSONAL finance, *TAXPAYER compliance, *TAX preparation, *TAX administration & procedure, *TAXATION, *TAX planning, *BUSINESS tax

المؤلفون: Salinger, Tobias (AUTHOR)

المصدر: Financial Planning. Mar2024, Vol. 54 Issue 2, p10-11. 2p. 1 Color Photograph.

مصطلحات موضوعية: *CAPITAL gains, *PERSONAL finance, *HIGH yield investments, *FINANCIAL planners, *CAPITAL gains tax

المؤلفون: Salinger, Tobias (AUTHOR)

المصدر: Financial Planning. Jul/Aug2023, Vol. 53 Issue 6, p7-9. 3p. 1 Color Photograph.

مصطلحات موضوعية: *PERSONAL finance, *NONPROFIT organizations, *ASSETS (Accounting), *WEALTH management services, *TUITION, PARENTS, UNIVERSITY tuition

المؤلفون: Salinger, Tobias (AUTHOR)

المصدر: Financial Planning. Jun2024, Vol. 54 Issue 5, p27-30. 1p. 1 Color Photograph.

مصطلحات موضوعية: *PERSONAL finance, *CONSULTANTS, *INHERITANCE & transfer tax, *TAX planning, *INCOME tax, *ESTATE planning, *LIFE insurance

المؤلفون: Salinger, Tobias (AUTHOR)

المصدر: Financial Planning. Mar2023, Vol. 53 Issue 2, p8-10. 3p. 1 Color Photograph.

مصطلحات موضوعية: *BUSINESS & politics, *PERSONAL finance, *WEALTH management services, *CHIEF operating officers, SPOUSES

المؤلفون: Wolfe, Daniel, Fitzgerald, Kate, Pape, Carter, Leffert, Catherine, Sanneh, Ebrima, Gargano, Frank, Schoenberger, Chana R., Crosman, Penny, Cross, Miriam, Egan, Mary Ellen, Dobbs, Jim

المصدر: American Banker Magazine. Jun2024, Vol. 134 Issue 5, p20-33. 12p. 21 Color Photographs.

مصطلحات موضوعية: Great men & women, Financial technology, Financial inclusion, Businesspeople, Personal finance, Onboarding (Management coaching)

الشركة/الكيان: Bank of Montreal 018088364 BMO

المؤلفون: Lee, Spencer

المصدر: Nationalmortgagenews.com. 6/18/2024, pN.PAG-N.PAG. 1p.

مصطلحات موضوعية: *RENTAL housing, *PERSONAL finance, *RENT, *PAYMENT

المؤلفون: Gargano, Frank

المصدر: American Banker. 6/11/2024, pN.PAG-N.PAG. 1p.

مصطلحات موضوعية: *PERSONAL finance, *FINANCIAL technology, *BANKING industry, MOBILE apps, FAMILIES

المؤلفون: Hood, Rodney E.

المصدر: American Banker. 5/23/2024, pN.PAG-N.PAG. 1p.

مصطلحات موضوعية: *FINANCIAL literacy, *PERSONAL finance