FP Team
This day is exactly 9 weeks from today
What is tax day?
This holiday is in 2 days
What is Valentines day?
For the next 9 weeks, these two duties are the exclusive focus of the FP team members
What is ATS tax prep and completing tasks in SF?
This courageous Annex employee was the first to do Karaoke at the Christmas party
Who is Jack Hauser?
This recently released video is a must watch for all WM's and CSM's
What is the tax calendar video?
This Annex employee won best Halloween costume in 2023
Who is Greg Vidmar as Cousin Eddie?
During the next 9 weeks only, this AWM employee must pre-approve any client meeting requests for FP team members
Who is Eric Strom?
Non-Roth after-tax contributions made to a retirement plan (including pensions) can be rolled over to this type of account in a tax-free manner.
What is a Roth IRA?