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Don Gillotti has held sales, marketing and management positions for over 20 years with a focus on equity compensation since starting with CMS in 1999. He was a million dollar producer selling to Merrill Lynch, UBS and Morgan Stanley and has led top producing national sales teams. At Transcentive, G…
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Our business is headquartered in one state, yet we have field sales rep employees in other states. Which state disability insurance & paid family leave information should those employees outside of our HQ state receive? We recently advised a client that they should keep PHI filed separately from ot…
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Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief descriptio…
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SPG Solutions LLC, the creator of Click4Advisor, as well as ZiffLeads and ZiffTalk, is enabling 'click-for-talk' live voice communication from the web, emails and advertising banners. Click4Advisor enables advisors and consumers to connect immediately, directly, and securely via the Internet or an …
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A local family owned an operated firm committed to helping our clients achieve financial success. Unlike the large "bulk tax practices" that focus on volume, we are committed to quality and watching out for our clients. We don't offer refund anticipation loans, mortgages, insurances or other servic…
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