Mortgage Blog

Based on our understanding, the IRS uses several methods to select Employee Retention Credit (ERC) applications for audit, and in some cases, random selection. Suspicious conditions can also cause an IRS auditor or a computer-generated algorithm to raise a red flag on your ERC filing.

It is important to note that the supporting information for an ERC claim, including eligibility substantiation, is not submitted (nor is required to be) with the IRS in tandem with the 941-X filing to claim ERC. Therefore,…

Builds upon a previous $15.6 million grant that boosted efforts in 2019.

A number of jobs were eliminated from a behavioral health unit at a Montgomery County hospital, but a nurses union and the health system are at odds over how many positions were impacted.

The layoffs are taking place because the company is preparing to stop production at an Alabama facility.

Clase Azul, the luxury spirits brand known for its high-quality tequilas and mezcal, has seen exponential growth over the past five years. One of the keys to its success has been the financial strategy overseen by CFO Patrick Carney.

Carney joined Clase Azul in 2015 and has been instrumental in raising capital to support the company’s growth and helping to manage tax and estate planning for the company’s ownership.

“I had met the owners a number of years prior, but in 2015 they approached…

When a mentor called him in 1995 about a project management role at Robert Half, Michael Buckley jumped at the chance. Over the next three decades, he moved up through various roles, including IT, corporate accounting, controller, treasurer, chief administrative officer, and, most recently, executive vice president and chief financial officer.

“I feel fortunate that I entered the company in a role that really allowed me to learn the business from the ground up,” Buckley said. “It continued…

When Kristina Campbell joined her first fintech company in 2010, she worked with prepaid debit cards to help consumers without ready access to traditional banking. Fast-forward to 2021, and the technology landscape — and Campbell’s role — had changed dramatically. Instead of physical plastic payment cards, she was now working to build a blockchain-based global digital payment network as the CFO of Ripple.

Joining Ripple, she said, was an opportunity to lay the groundwork for a new system of…

Pierre Breber has built a more than 30-year career at Chevron, starting as a financial analyst in 1989 and working his way up. He led global and multinational business units with annual after-tax profits exceeding $1 billion for eight years before assuming his current role as CFO in April 2019.

The purpose, values and work-life balance at Chevron has kept him engaged. “I’ve had a chance to work with people from all around the world, live in Asia and Europe and learn and grow in finance and P&L…

A lot has changed at The Duckhorn Portfolio in the 14 years since Lori Beaudoin joined as executive vice president and CFO, with the business transforming from a small luxury wine producer to a luxury wine powerhouse.

The key, Beaudoin said, has been an unwavering focus and commitment to delivering the highest quality wines consistently and reliably.

“While this focus on excellence is the foundation that Duckhorn is built on, our founders Dan and Margaret Duckhorn also instilled a belief in the…

Tatiana Blank came to the Bay Area in 1991 when she, her sister, parents and grandparents left Ukraine after the collapse of the Soviet Union. She remembers regularly traveling by Muni bus with her grandparents to help them apply for various affordable senior apartment building waiting lists. It took a few years, but her grandparents were approved for an apartment at 711 Eddy, where they lived for more than 15 years, making friends and enjoying various social activities, English and computer classes,…