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Archive for December, 2015


Congratulations to Our Client College Benefits Research Group For Being Featured On Public Affairs Show!

Steven Sirot, Co-Founder, College Benefits Research Group (CBRG), and Janet Loren, Partner, Certified Educational Planner (CEP) were guests on FreshOutlook, an Emmy-winning public affairs television news program, to discuss how students and parents are adapting to dynamic financial circumstances and handling the college application process. “The number one thing parents can do when planning for college […]

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Congratulations to Our Client Levine, Jacobs & Company Member For Being Quoted In Bloomberg!

Michael H. Karu, CPA/CFF/CGMA, Past-Managing Member, Levine, Jacobs & Company, L.L.C., was quoted in an article on Bloomberg titled “Tax Collectors Are Going After Netflix, Airbnb, and Burning Man”. The article discusses potential new tax impositions on streaming services, ride-sharing services, music festivals, junk food, e-cigarettes, and short-term room rental services. The taxes that the government […]

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