Chiara Sockel Renninger, CFP, has been promoted to partner at Herbein Wealth Management LLC
Renninger works one on one with clients to align their investments to their overall goals and objectives, including charitable planning, wealth protection, and estate and tax planning.
She has been in the financial industry since 1998, and joined Herbein Wealth Management in 2003 as a wealth strategist.
Renninger holds a Bachelor's in Business Management from Bucknell University.
Biden's pitch for a fair Tax Code and Werfel's quest for a digitally transformed IRS are among the key issues to pay attention to after the dust has settled on tax season.
Some remote partners act as a beachhead in new markets, allowing access to clients far beyond a firm's local geography.
The process of becoming a remote partner isn't much different from the traditional path — but it may take a little extra effort.
The Public Company Accounting Oversight Board plans to host a series of five in-person forums this year, with different members of the board visiting cities including Chicago, Los Angeles, Denver, Miami, and Jersey City.
The first class members of the AICPA and NASBA's pilot Experience, Learn & Earn program are completing their inaugural semester.
