Landmark Wealth Management, an SEC-registered investment advisory firm, located in Amherst, New York, is seeking to fill a Director of Tax and Wealth Planning position. Candidates for the position should have a Bachelor’s or Master’s Degree, preferably in accounting and have a Certified Public Accountant (CPA) license, or JD.
Landmark’s Lindsay Glassman, CPA, CFP®, AIF® is a 2021 recipient of Business First’s 30 Under 30 award. Lindsay was honored during a virtual ceremony on April 15, 2021.
Global Markets continued the positive rotation that began late in the 4th quarter.
The $1.9 trillion American Rescue Plan Act of 2021 was signed into law on March 11th, 2021. This is the third stimulus package passed since last March and follows the $900 billion Coronavirus Relief Bill in December 2020 and the $2.3 trillion Cares Act in March 2020.
Mark Collard, CPWA®, AIF®, CIS, EMBA of Landmark Wealth Management has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company.