Assist compliance and operations with obtaining necessary valuations for any unique assets held in IRAs for tax reporting and RMD purposes.Work closely with other staff associated with accounts and provide the backbone of service support to clients.Follow strict IRS Policies by reviewing IRA tax forms and ensuring all distributions have proper IRS distribution codes and tax withheld.

Got germs? Of course, you do. We can help keep you safe or your business open!We will disinfect with electrostatic sprayers, fogging equipment, and manual disinfecting methods such as wiping all doorknobs, light switches, handles, and electronic devices. We use an approved CDC cleaner that kills 99.9 percent of viruses and bacteria – including cold and flu, strep, norovirus, Listeria, MRSA, VRE, and human coronavirus.

I conducted phone interviews with individuals, who have been exposed to COVID-19 patients. I correctly inputted the sensitive data into the correct database for future reporting of the spread of COVID-19.I advise individuals on how to follow appropriate protocols, including self-quarantine and self-isolation, and provide correct updated CDC guidelines. Skilled in all ODRS/ODH data reporting systems including OCTS.