Fairman Group Provides Important Year-End Tax Income Planning Updates

As the leaves continue to fall and your thoughts turn to family and the holidays, consider what you can do—this year—to lower your tax bill. To help you get ready for tax season, Fairman Group Family Office has prepared some important information regarding: Standard vs. Itemized Deduction Changes, Qualified Business Income (QBI) Deduction, Section 179 Tax Deduction for Businesses, Elimination of Entertainment Expense Deductions, Tried and True Ways to Manage Taxable Income.

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HCC Partners Helps AllSpire Health Partners Establish a Culture

When Mike Forese, Vice President, Finance & Operations at AllSpire Health Partners, was tasked with hiring an HR professional to help fill out the management team and develop the culture for AllSpire moving forward, he immediately thought of Jim Geier and HCC Partners. Take a look at how Mike experienced both sides of Executive Search with HCC Partners.

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NCCPAP Releases Its October IRS NPL Update

NCCPAP Immediate Past President, Stephen Mankowski, CPA, recently attended the October 2018 IRS NPL meeting. Highlights of this month’s meeting include a ‘Meet and Greet’ with Commissioner Rettig, PTIN Update, and Tax Reform Implementation Office Update.

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The Value of Internships: More Than Meets the Eye

By Lauren Cooper, Marketing Intern

Since I began my internship at Markitects, in June of this year, I have had a front-row seat to experiencing every aspect of business to business marketing. I was fully immersed into their team of professionals in every area of their work; both internally and with clients.

As I prepare to graduate from the Villanova School of Business in the spring of 2019, I reflect on the academic knowledge that I’ve gained from school, coupled with my practical business experiences with Markitects. I am very grateful for the opportunity of this internship because it has allowed me to learn so many instrumental and supplemental nuances about marketing that are not taught in the classroom.

I was able to learn about the B2B marketing industry through many different research endeavors this summer. In one instance I was tasked with searching for professional emails to obtain leads for clients, and the task turned out to be more challenging than I expected. Personal contact information can be difficult to come by. However, now I have discovered many different platforms and research methods to assist me in personal contact searches. This assignment allowed me to become more familiar with the operations and needs of Markitects’ clients.

I was also exposed to Google Ads, where I gained an understanding of various benefits and implementation strategies. I learned about the vast amount of campaigns that are available, and when each strategy is most optimal. By analyzing competitors’ strategies and organic search results, I was able to compile a report to compare ads and examine which keywords would be most effective for purchase.

Another intriguing assignment I had was to organize and analyze data regarding email campaign results. I learned how to navigate analytical reports in order to track email opens, clicks, click-through-rates, unsubscribes, and bounces. Once I was able to comprehend the meaning of the results, it was easier to present our findings and determine the overall effect of each email campaign. As an intern, it was extremely rewarding to be able to experience numerous small assignments coming full circle. It was great to see how data is used to enhance future campaign strategies.

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Fairman Group Family Office Informs Readers About Donor Advised Funds

Before the new Tax Bill, Fairman Group’s advisors and tax professionals would often get questions about charitable trusts and foundations for those looking to donate substantial assets to charities or looking to create a family legacy. However, now that the new Tax Bill has raised the bar for itemized deductions to $24K for married couples filing jointly, many more individuals should now learn about and consider Donor Advised Funds.

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Now Available at Proconex: Yarway Steam Traps

Whether your system includes steam lines, turbines, control valves, risers, expansion loops, steam jacketed pipes, valves and pumps, or any combinations of these, your system must offer protection day after day. Usually, that also means consistent performance in less-than-perfect conditions. Furthermore, variables such as steam pressure, condensate load, ambient conditions, air venting, shock, vibration, water hammer, dirt, and corrosion must be carefully considered when making your trap selection.

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HCC Partners’ Jim Geier Featured on ‘Master Your Finances’ Radio Program

Jim Geier, President & CEO of HCC Partners, was recently featured on Master Your Finances, a Sunday morning radio show on Rider University’s WRRC 107.7 FM, The Bronc. Each week, host Kurtis Baker, CFP®, AIF® covers a variety of financial and business topics. Jim’s program, entitled Hiring Tips, focused on how hiring decisions can affect your top line. Listen to excerpts from Jim’s program at the link below.

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The Pros at Proconex: How Do YOU Buy Isolation Valves?

You may already know Proconex for our engineering expertise, control valves, mechanical services, and valve automation. What you may not be aware of is that customers increasingly rely on them to support ALL of their isolation valves and equipment. Watch the video below to learn about the vast array of brands, expansive inventory, and fast delivery services that the Proconex Isolation Team offers.

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Fairman Group Publishes Top 5 Questions to Ask Your Financial Advisor Regarding Portfolio Risk

If you are preparing for a meeting with your financial advisor—whether as part of an ongoing relationship or exploring a potential new advisor—there are some questions you should ask in order to more deeply understand your risks. Use Fairman Group Family Office’s 5 questions as a backdrop for a meaningful discussion about your financial health and future, so that you can become a truly informed consumer.

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Markitects, Inc.

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    Above the Historic Anthony Wayne Movie Theater

    107 W. Lancaster Avenue, Suite 203

    Wayne, PA 19087

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