Stephanie Ripka named LBCCC’s Vice President

Stephanie Ripka, of Yardley, was recently promoted to Vice President of the Lower Bucks County Chamber of Commerce.

Starting out in retail, Stephanie managed card and gift stores in Massachusetts and Pennsylvania for over a decade. Later she transitioned into the construction industry, working for both general and mechanical contractors, where she excelled in project management, accounting and cost-control. With proven proficiency in finance and client service, she utilized her skills for over 20 years in construction.

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Bucks County small business ‘optimistic’ for 2015

Sixty-six percent of Bucks County business owners polled said they were “optimistic” about the local economy, according to a recent survey conducted by SCORE Bucks County. The local small business survey findings point to an air of optimism for 2015 and, in many instances, echo similar findings of a recent Gallup survey.

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Rosemary Caligiuri, CASL™, RICP® awarded Five Star Professional

Harvest Group has announced that Rosemary Caligiuri, President of Harvest Group Financial Services, has been awarded the Five Star Professional Award for the third consecutive year.

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

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Bucks County Opportunity Council ED to step down

Allen Childs has decided to step down as Executive Director, CEO of Bucks County Opportunity Council (BCOC) effective June 15th, 2015. Under Allen’s leadership, BCOC expanded the impact of its programs serving those in poverty in Bucks County, partnered with world renowned Chef Jose Garces for a unique fundraising event, and sharpened its focus and organization structure to more effectively serve its clients.

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Firstrust Financial Resources expands retirement & employee financial education initiative

The Senior Management Team of Firstrust Financial Resources (FFR), a Philadelphia-based financial services firm, has announced the recent hire of Ethan Shiller as a Financial Advisor. Shiller’s addition is the latest in a series of moves designed to allow the firm to implement its expansion efforts focused on financial education, individual and small business retirement planning, employee benefits, high-end estate planning and life insurance strategies.

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Yardley Executive Round Table

The Yardley Executive Round Table (YERT) is a non-profit organization with strong roots in Bucks County. YERT is a business organization of men and women who are dedicated to being the best in their respective professions. The purpose of the organization is to grow each other’s businesses through the exchange of qualified referrals, as well as the sharing of knowledge, information and experiences to inspire further growth.

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Newtown Business Association

The Newtown Business Association is a member-based organization that is celebrating over 64 years of service to the Newtown community. They are recognized as one of the largest non-chamber business associations in the entire region featuring over 275 members ranging from retail, food and professional services.

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Edelman Wealth Management Group of Yardley Named as Finalist in Signator Investors’ “Practice of the Year” Competition

Firm Recognized for Excellence in Key Areas of Practice Management and Client Service As Reviewed by Independent International Management Consulting Firm

Edelman Wealth Management Group, Inc. of Yardley, led by President Scott D. Edelman, was named as a finalist in Signator’s “Practice of the Year” competition, sponsored by National Financial, for the firm’s excellence in key areas of practice management and client service.

As part of the finalist selection process, Edelman Wealth Management Group underwent a rigorous assessment conducted by the international management consulting firm Business Health, which reviewed client management, internal planning and structure, external relations, staffing and technology capabilities, and overall practice performance.

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Consumer Troubleshooter

submitted by Bucks County Consumer Protection Agency

Q. My sister is having our entire family over for a Holiday meal this year. She is a very organized person and has assigned each of us something to bring to contribute to the food table. She always seems to know exactly how much of each food item is needed according to the amount of people attending. I have been assigned a tray that would include fresh fruits and vegetables as well as items from the bakery. I want to be certain that I am getting the correct amount of food requested; not only because my sister expects it but also because I have a small budget to work with. How can I be sure that I get the correct amount/weight of the items and that they are accurately priced? D.O., Bristol.

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Those overlooked tax deductions

submitted by Martin H. Abo, CPA/ABV/CVA/CFF, Abo and Company, LLC

It’s criminal to take business-tax deductions to which your company is not entitled, but it’s a darn shame to miss those that are lawful. The endless tampering by Congress with tax deductions, credits, capital gains taxes and income tax rates makes it more essential than ever to have tax planning reviewed by your professional tax advisor to determine whether such deductions are permitted or entirely new strategies need to be employed. Think about the following, for example.

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