Defiance is a FinTech Asset Manager and an Exchange-Traded Funds (ETFs) sponsor focused on thematic investing.
Plan the year, not just the return. VM Tax Consulting designs proactive tax strategies for business owners, investors, real estate owners, and families — so the savings are built into your decisions before December 31, not discovered in April. Our team is led by founder Vince Mongio, CPA, EA, CIA, CFE, MACC, who reviews every plan personally, and each engagement delivers a written strategy that spells out every recommendation and its projected tax effect in dollars, followed by quarterly check-ins so the plan keeps pace with your year. Our advisors handle entity structuring, S corporation and owner compensation planning, QSBS and exit planning, cost segregation for rentals and short-term rentals, equity compensation, Roth conversions, and multi-state moves. Based in Miami and working with clients nationwide. Book a free 30-minute consultation with our team to find out whether planning will pay for itself.
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Tax, audit, financial advisory and consulting services to national and international clients. We offer our clients the professional knowledge, advice and analysis that has resulted in unreserved client satisfaction and loyalty. Regal provides personal and business solutions to fit the client's needs, balancing short term compliance details with long term strategies. We understand the intricacies of tax regulations, financial goals and estate planning and their relationship and impact on your tax obligations. At Regal, you can expect to be served by highly knowledgeable, professional, tax consultants. Our clients have come to depend on us for all of their individual and business tax and accounting consulting needs. "We do not make the law; nor do we enforce the law. What we do is guide our clients through the law to avoid its enforcement against them."
We provide honest guidance to repair and restore your credit, credit education, monitoring and help you reach your goals!
At Veracor Group, we believe progress is everyone's business. That is why we commit our people, capital and ideas to help clients, shareholders and the communities we serve to grow. We specialize in innovative investment opportunities enhanced by powerful federal and state tax treatment that minimize, defer or eliminate tax burden including capital gains tax benefits thereby maximizing financial and social impact returns. With over 100+ years of combined top leadership in investment and financial management experience, Veracor Group assists clients with leveraging the emerging Opportunity Zone and Qualified Opportunity Zone Real Estate and Business investment benefits. Additionally, the company is a pipeline to potential Real Estate and emerging business opportunities with embedded tax advantages that incorporate either a social or measured community impact. Veracor Group's leadership is drawn from a wide array of backgrounds: policy experts, start-up founders, investors, and Veterans owned and operated military experience in addition to leveraging a global network of industry experts and partners. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the stability and experience Veracor offers to achieve their goals and better financial futures. With no other parties to answer to and therefore no conflicting loyalties, we make every decision. Together, we are changing the way the world invests.
Full Service Financial Planning, Investments and Insurance.
A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.
