Community Course Lending Taxes 
Perficient
DECEMBER 1, 2022
Through Salesforce, of course! Tax season was approaching, and Jane, a Financial Advisor employed by Faux Advisors Group, wanted to target clients and prospects that would benefit from using tax-aware asset allocation (moving high-yield assets to a tax-deferred or exempt account to help decrease taxable income).
Abrigo
SEPTEMBER 5, 2023
unsecured lending is bad rather than unsecured lending should only be extended to high pass risk rated credit). and property tax payments. The following is an example of how I would address the structural exception of non-recourse lending. And you don’t always catch everything, which can (and does) lead to confusion.
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South State Correspondent
NOVEMBER 29, 2023
One of the lessons that was driven home at the recent American Banker Small Business Banking Conference in Nashville was the difference in marketing between large national banks and community banks, particularly deposit marketing. Recency Trap Experiment Of course, please don’t take our word for it. Bank engagement is a habit.
South State Correspondent
MAY 30, 2023
With the debt ceiling uncertainty, an undecided Fed Reserve, and concern about credit quality, this is a perfect opportunity for community bankers to be trusted financial advisors. Therefore, fixed-rate for longer terms may be the best fit for these borrowers.
Abrigo
APRIL 15, 2020
Community financial institutions have worked non-stop since learning of the Paycheck Protection Program (PPP) to understand the details, take applications, and get loans through the SBA E-Tran system so that fellow business owners in their communities can retain or bring back workers. Lending & Credit Risk. SBA Lending.
PYMNTS
APRIL 30, 2018
In this world, the only things certain are death and taxes. Marketplace lending. The blockchain can even end world poverty and transform society by making it safer for total strangers to lend each other money — without any third-party intermediary — and without any risk. Blockchain, of course, isn’t only to blame.
Independent Banker
FEBRUARY 25, 2015
Community banks, which will continue to face a growing number of senior customers with everyday cash needs and built-up home equity, should explore this niche lending opportunity, two community bankers providing these specialty loans suggest. who oversees 32 loan officers dedicated to providing the loans. New FHA guidelines.
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