Porte Brown Wealth Management Celebrates 10 Year Anniversary

May 2019 — Porte Brown LLC is pleased to announce Porte Brown Wealth Management is celebrating it’s 10 year anniversary. “Porte Brown Wealth Management could not have reached this milestone anniversary without the dedication of the entire Porte Brown Wealth Management staff and our client loyalty,” said Ron Manso, CFP*, Director of Financial Services and a Partner* with Porte Brown Wealth Management LLC.  Read More »

 

 

Porte Brown Named as One of the 2019 Best Places to Work in Illinois

April 2019 — Porte Brown is pleased to announce it has been named as one of the 2019 Best Places to Work in Illinois. The Best Places to Work competition is a combination survey, study and awards ceremony established to identify the top employers in the state of Illinois. This is the seventh consecutive time Porte Brown has made the list and the fourth time within the medium employer category. The ranking of the 69 Best Places to Work in IL will be unveiled on the evening of May 9th at Abbington Distinctive Banquets.  Read More »

 

Porte Brown Is Now Paperless with SafeSend Returns!

February 11, 2019 — Porte Brown is excited to introduce SafeSend Returns™ as our electronic delivery method. With SafeSend Returns you will receive your tax returns securely and with ease. SafeSend Returns allows us to deliver your return securely and walks you through the steps of processing your return via computer, smartphone or tablet. The benefits of using SafeSend Returns include... Read More »

 

 

Porte Brown's Sean Tews Earns CCIFP Designation

December 18, 2018 — Porte Brown is proud to announce Sean Tews, CPA, has earned his CCIFP (Certified Construction Industry Financial Professional) designation. Tews’ newly earned certification increases Porte Brown’s total number of CCIFP certified professionals to six. Porte Brown’s sizeable contingent of CCIFP professionals places it on an elite level of CPA firms in the nation that can provide specialized accounting and financial management services to construction companies. Currently, there are over 900 active CCIFPs in the United States and of that only 35 are located in Illinois.  Read More »

 

Porte Brown Wealth Management Honored as a Top Wealth Management Firm by 1st Global

Dec. 5, 2018 — Porte Brown Wealth Management was recognized for its extraordinary achievements throughout the year at the 2018 1st Global National Conference that took place from Nov. 11–13 at the Omni Louisville. Porte Brown Wealth Management was named a Five Diamond Eagle, which is awarded to firms based on the criterion of the firm’s production volume across all product lines.  Read More »

 

New Tax Cuts and Jobs Act: Reform Insights

June 2018 — The Tax Cuts and Jobs Act brought about so many new changes to the tax code that businesses and individuals are still working out how all the new reforms will affect them. The revisions range from new restrictions on tax deductions and credits to changes on exemptions and phaseout thresholds for the alternative minimum tax to special tax breaks for certain types of pass-through businesses. Over the coming months, Porte Brown will highlight and review different aspects of the law to provide you greater understanding of how the law will affect your tax obligations as well as provide strategies and tips on ways you can minimize your tax footprint and maximize your take-home earnings.  Read More »