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Fairman Group’s Investment Fundamentals for 2019

Written on . Posted in Fairman Group Family Office.

Here in the U.S., we celebrate the New Year with the Times Square Ball Drop. In Japan, ‘Bonenki’ (forget-the-year parties) are held to bid farewell to the problems and concerns of the past. In the Netherlands, the Dutch burn their Christmas trees in large bonfires—to purge the old and welcome the new.

It seems that investors also have an annual New Year’s tradition—that of cleansing and purging their portfolios. They eagerly await publication of various mutual fund ranking reports. Armed with this data, they rush to analyze their portfolios and prepare a list of ‘must have’ funds selected based on last year’s performance. As a result, their current investment holdings are divided into two camps: “Winners” and “Dogs”. 

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Markitects Featured in Forbes’ “Drive Your Brand With Creative Messaging: 12 Expert-Recommended Tactics”

Written on . Posted in Blog, Features, Markitects.

Forbes features Markitects in their article, “Drive Your Brand With Creative Messaging: 12 Expert-Recommended Tactics”. A strong, creative message is essential to brand awareness. Markitects’ approach to creative messaging: Meet With Customers Face-To-Face. Learn more about Markitects’ approach, along with insights from other experts in the industry, in the article below.

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NCCPAP Influences Redacted Data Policy

Written on . Posted in NCCPAP.

In December 2018, NCCPAP participated in a conference call with the IRS concerning issues affected by the IRS redaction of transcripts. Upon initially hearing about the IRS redacting proposal, a few months ago, NCCPAP immediately suggested the IRS simply put the unredacted information into the taxpayer representative’s e-Services secure mailbox. NCCPAP is proud to announce that effective January 7, 2019, Wage & Income (W&I) transcripts can be obtained in an unredacted format.

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New at Proconex: AccuTEST Safety Valve Test System

Written on . Posted in Proconex.

The AccuTEST Safety Valve Test System is a fully automated in-situ test system that utilizes a computer-controlled electric motor in conjunction with system pressure to verify set point. AccuTEST accurately determines if a valve lifts within set point tolerance and if the valve seat is tight, giving you the peace of mind that your safety relief valves will perform when needed and protect your plant assets and personnel. See AccuTEST in action at Atlantic Valve Services, Proconex’s valve service operations center.

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Fairman Group Suggests Top Questions to Ask a Tax Advisor

Written on . Posted in Fairman Group Family Office.

The 2018 tax season will be here soon. Have you experienced a life event such as retirement, a divorce, a move, a job change, or a transfer of wealth in the past year? In these situations, seeking the professional advice of a qualified tax advisor may be a given. When interviewing a qualified tax advisor, Fairman Group Family Office suggests that you ask the following 5 questions to gain valuable insight into the quality of relationship you can anticipate and how it will impact your overall financial health.

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NCCPAP Releases Its November IRS NPL Update

Written on . Posted in NCCPAP.

NCCPAP Immediate Past President, Steve Mankowski, CPA, recently attended the November 2018 IRS NPL meeting. Highlights of the meeting include the IRS Advisory Council Report (Now Available), WebEx Goes Prime Time, Secure Access for Tax Professionals, and a Filing Season Update.

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Markitects Featured in Forbes’ “Nine Agency Tips For Overcoming Unique Client Challenges”

Written on . Posted in Blog, Features, Markitects.

Forbes features Markitects in their article, “Nine Agency Tips For Overcoming Unique Client Challenges”. Clients can bring a range of challenges to every agency including situations with unique requests and demands. Markitects approach to client challenges is to: Be a Partner From Day One. Learn more about Markitects’ approach, along with insights from other experts in the industry, in the article below.

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Proconex Gives a Closer Look at Yarway Welbond Globe Valves

Written on . Posted in Proconex.

Are you tired of the time and expense necessary to cut out and weld in place Metal-Seated Ball Valves? Keep your plant operating smoothly and cost-effectively with Yarway Welbond valves. These valves are designed for high pressure, high temperature service in modern steam power plants and related installations as required by the ASME® boiler code. Find out more about why the Yarway Welbond is worth the difference.

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Markitects Featured in Forbes’ “Social Media Marketing: How To Master The Art Of Going Live”

Written on . Posted in Blog, Features, Markitects.

Forbes features Markitects in their article, “Social Media Marketing: How To Master The Art Of Going Live”. More than ever before, social media is all about being in the moment. It’s no wonder that live video capabilities have been adopted by multiple social platforms as of late. To learn how to create a successful live video campaign, read the article below featuring Markitects’ CEO and Founder, Francine Carb, and other experts in the industry.

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