Wells Fargo

Established in 1989, KASPICK & COMPANY specializes in the management and administration of planned gifts. The company serves educational, medical and religious organizations in the United States. It manages more than $3 billion of assets. KASPICK & COMPANY also offers policy and practice consultation services. The company performs administrative functions, including document review, asset transfer coordination, payment processing, tax preparation and gift annuity regulatory filing. It offers a range of accounting packages for recording gifts in financial statements. The company is a part of TIAA-CREF, which is a provider of retirement services for individuals and institutions in the academic, research, philanthropic and cultural fields. KASPICK & COMPANY has a quarterly newsletter that provides research and analysis on current topics.

Cerity Partners is a national, full-service Wealth Management firm. We fulfill the needs of Individuals & Families, Businesses, and Nonprofit Organizations though Financial Planning, Business Owner Advisory, Cross-Border Financial Planning, Investment Solutions, Insurance Planning & Risk Management, Workplace Solutions, Estate & Gift Planning, Tax Planning & Preparation, Retirement Plan Advisory, Financial Wellness Coaching, Executive Financial Counseling, and more. Our team of highly qualified individuals offer one-on-one support and objective advice for every aspect of your financial life. Curious about learning more? Let's talk.

A2Q2 is a specialized accounting and finance consulting firm based in Redwood City, CA. They offer a range of services including SOX readiness, compliance, and disclosure committee support, as well as data analytics and NetSuite consulting. With a team of fearless problem solvers, A2Q2 focuses on helping companies in various industries, such as biotech, clean energy, and e-commerce, navigate complex accounting systems and processes. Their expertise in internal controls and SOX compliance makes them a trusted partner for businesses at different stages of growth.Generated from the website