Dawn Rankin

💲 Deciding how you will pay taxes on the money you save with the Wisconsin Deferred Compensation Program (WDC) may make a big difference in the long run. Review these WDC features to determine how the plan can best help you save money for retirement. Click the image below to learn more.

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In today’s Slott Report, we discuss the increased SIMPLE contribution levels introduced by SECURE 2.0 applicable to some participants. Read more here: https://bit.ly/3ysAZYe

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If you are new to collaborating with a financial advisor or thinking about exploring additional financial guidance, this guide provides valuable insights into different types of financial professionals, their certifications, and areas of expertise. https://hubs.la/Q02pBKDR0 #KirtlandCU #Albuquerque #FinancialAdvisor

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The Certified Treasury Professional (CTP) credential can boost your earning potential and create exciting possibilities: "The CTP credential has enhanced my credibility and expertise in the field, opening up new opportunities for career advancement and professional growth." Read her full story: https://hubs.ly/Q02H_2ZH0

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Thank you, Rebecca Short and the team at 88 Acres for the kind words about our HR audit services! If you're looking to strengthen your compliance and HR practices, discover how our HR audit services can support your team. 🔍 Learn more here: https://loom.ly/_O3AOE4 #Testimonial #HRAudit #Compliance

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Our certified HERO Financial Counselors broke down budgeting to make the experience easier for those starting to manage their finances. Share our story with anyone you know that is looking for easy budgeting tips. https://bit.ly/3KFbG8j

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Crafting your financial roadmap with Glenn! Meet our financial planner, Glenn. Using his rich background with StatePlus, he equips you with the tools and strategies to achieve your financial goals. Listen to Glenn: https://ow.ly/4Gwn50Sf0K2 #CSC #FinancialPlanning #EOFYPlanning #RetirementPlanning #WealthManagement

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The Wayne County Treasury Office implemented Cima Cash Recyclers and were incredibly pleased with the results! #Cima’s high quality #TCRs automate cash handling tasks, reduce errors, and enable quicker transactions, leading to happier employees. Send us an email at [email protected] to learn how your financial institution can gain these benefits! #CashRecyclers #TellerAutomation #cashmanagement

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Andersen Corporation Employees, take control of your retirement future! Watch this brief video to discover why having a solid plan is essential. 📽️✨ #AndersenCorporation #401k #FinancialPlanning #EmployeeBenefits #RetirementPlanning

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Big changes are coming for Title IV programs starting July 1, 2024. 🗓️ Institutions, get ready for new financial responsibility rules, stricter obligations, and updated submission timelines. Check out the ED's FAQ to stay ahead and ensure compliance. https://okt.to/eAcvTW #TitleIV #HigherEducation #HigherEd #FinancialUpdates

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IRS issues notice to businesses to e-file their initial beneficial ownership information (BOI) to FinCEN by Jan. 1, 2025. We GETCORP Payroll Accounting &Tax can help do this for you. #IRSfiling

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Now is the time to get up to speed on 2024 SECURE 2.0 changes. Here are several to consider. https://buff.ly/3RZIoFe

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FINAL CALL! Don't miss our CECL webinar THIS WEDNESDAY! 📆 Wednesday, April 17th 🕛 1 PM CST 📘 1 (free!) CPE Hour Join us THIS Wednesday for a conversation on Current Expected Credit Loss (CECL) and what this mean for your organization's financial reporting. Here's what you'll learn: ➡️ Gain an overview of the standard ➡️ Explore what assets are included and excluded ➡️ Discover the methods available for adoption ➡️ Discuss common methods to determine the allowance for credit losses Register NOW: https://bit.ly/43FzVLX

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Do you perform fair value estimates of financial instruments? Earn the gold standard in valuation credentials with AICPA's CVFI credential. Check out this infographic for a quick overview and get started today! https://lnkd.in/ewT7bxyX

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The effects of the SECURE 2.0 Act cover the gamut from profound and far-reaching to the more mundane yet still important—and that includes reporting about certain retirement plans and saving arrangements. Read More: https://ow.ly/vG7750Rzy2K #IRS #SECUREAct #RetirementSavings #RetirementPlanning

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Some Wise Words For Aspiring Treasury Professionals In this week’s Episode of Corporate Treasury 101, we had a very special guest Jason Murphy, FCCA, the Co-Founder and the Chief Strategy Officer at Centrus . Jason passes on major advice from a friend to Treasury Professionals. He goes… 📌 In your Treasury career, remember to be like a bamboo - flexible, adaptable, and able to move with the wind. 🌱 📌 Don't be rigid like an oak tree - be ready to move with the wind and embrace change in your Treasury journey. 📌 This advice isn’t particularly for Treasury professionals but applies to any career or profession. 🎧 Tune in to the Corporate Treasury 101 podcast to discover more! Listen NOW! ----------------------------------------------------------------------------------- #CorporateTreasury #Finance #ManagingPayments #Insights #CT101

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