MOSS ADAMS MERGES IN ROWLING DOLD
San Diego - Wealth management firm Rowling, Dold & Associates, headquartered here, has joined Seattle-based Moss Adams Wealth Advisors, the wealth management division of accounting firm Moss Adams. The combination boosts Moss Adams Wealth Advisors' assets under management to more than $1 billion. The merger took effect Jan. 1.
The RDA team is led by Sheryl Rowling, who joins Moss Adams as a partner. RDA co-advisor Lisa Saxton joins Moss Adams Wealth Advisors as a financial advisor. They will be joining the Moss Adams San Diego office, which has seven partners and over 50 staff providing audit, tax and consulting services.
TAX REFUNDS CAN GO INTO SAVINGS BONDS
New York - The IRS has launched a new initiative aimed at helping taxpayers build their nest eggs by allocating a portion of their tax refund toward the purchase of U.S. savings bonds.
Beginning with the 2009 tax return, tax refunds can be used to purchase Series I U.S. Savings Bonds by completing the appropriate sections of the tax return. Savings bonds will be mailed to taxpayers who choose this option in denominations of $50, $100, $200, $500 and $1,000. The bonds must be held for one year.
TAC OFFERS FINANCIAL SCHOLARSHIPS TO VETS
Bryn Mawr, Pa. - The American College, an educational institution devoted to financial services classes, has created a $500,000 scholarship fund open to veterans who have served in the U.S. Armed Forces, including the Army, Navy, Marines, Coast Guard and National Guard. Scholarships can pay for a veteran's entire tuition, depending on financial need. Half-scholarships are also available. Members of the armed forces must have been honorably discharged from their branch of service to quality. Scholarships are available to all veterans, regardless of discharge date. For more, visit www.theamericancollege.edu/veterans.
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