Powder Point Wealth Management Opens Doors in Pembroke

Michael Damon, CPA, Financial Advisor
Michael Damon, CPA, Financial Advisor

Powder Point Wealth Management, LLC, a new financial services practice serving the greater South Shore area, has opened its doors at 300 Oak Street, Suite 220 in Pembroke, MA.

Michael Damon, who is a Certified Public Accountant, Financial Advisor and Registered Representative (Series 7 and 63), is the founder of the new practice. Damon has been providing financial planning services for over a decade and increased demand for his expertise led to the launch of Powder Point Wealth Management. Damon intends to expand his financial planning team and provide wealth advisory services that include wealth preservation and growth as well as college, retirement and estate planning through the use of investments, insurance and annuities.

Damon is also the founder and a principal of Damon & Associates, Inc., a leading accounting and tax practice with a staff of seven in Pembroke, MA. For more than three decades, Damon and his team of CPAs have been catering to businesses and individuals throughout Massachusetts. With the launch of Powder Point Wealth Management, Damon and his financial advisors will be able to bridge the gap and go beyond accounting and tax planning to offer financial planning strategies for continued prosperity to current and new clients on a larger scale.

“Powder Point Wealth Management offers personalized and comprehensive financial planning consulting services to individuals, families and businesses. We do not require a minimum investment. Our goal is to help clients better position themselves for the future and accomplish their financial goals,” explained Damon.

About Michael Damon, CPA

In addition to being a Registered Representative and the founder of Powder Point Wealth Management, Michael Damon, CPA, Financial Advisor is the founder and a principal of Damon & Associates, Inc. He is a CPA registered in Massachusetts and a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA).  Damon holds a Bachelor of Science in Business Administration from Northeastern University.

As a frequent speaker to Massachusetts business and trade groups, Damon has been a guest speaker for the Mass Business Resource Network (MBRN), South Shore and Plymouth County Board of Realtors and the American Tamil Medical Association. In addition, Damon is a guest host on Talk Real Estate with Sharon McNamara on Saturday mornings on WATD 95.9 FM.

Powder Point Wealth Management LLC, a financial services specialty practice serving the greater South Shore area, is located at 300 Oak Street, Suite 220 in Pembroke, MA.  For more information, contact (781) 924-5684.

Advisory services offered through Capital Analysts, Inc. or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.comPowder Point Wealth Management, LLC, Damon Associates, Inc and the above firms are independent, non-affiliated entities. CPA services are not offered through, nor supervised by, Lincoln Investment.

 

Loni M. Morganelli Joins Baker, Braverman & Barbadoro P.C. of Quincy

Baker, Braverman & Barbadoro P.C., a dynamic full-service law firm with a team of attorneys catering to individuals, businesses and families throughout Quincy, Braintree, the South Shore and metro Boston areas, has recently appointed Loni M. Morganelli as a Paralegal.

Ms. Morganelli is an ABA Certified Paralegal who will assist Baker, Braverman & Barbadoro’s team of attorneys in litigation support, probate and family law matters as well as corporate compliance matters.

Ms. Morganelli holds a Bachelor of Science in Government/Political Science from Suffolk University in Boston. Over the years, she has continued her education and earned certificates in: The Role of Trial Technician; Introduction to Intellectual Property; Legal Project Management and Advanced Paralegal Management. She is a Certified Trial Specialist through Estrin LegalEd.

In addition, Ms. Morganelli is an Online Teaching Assistant of Probate and Family Law for Boston University as well as a freelance reporter and contributing editor for KNOW Magazine for Paralegals. She has been featured in the publication Legal Assistant Today and also in an article “Hot Jobs & Amazing Careers: Smart Moves for Paralegals” by Chere Estrin.

Prior to joining Baker, Braverman & Barbadoro, Ms. Morganelli served as a Paralegal at Hahn Law Group of Boston and as a Legal Assistant/Paralegal at Cataldo Law Offices, LLC of Franklin, MA.

During her career, she served as the Business and Legal Affairs Manager for two years at Bonham & Associates located in Villefranche-sur-Mer, France and as Professional Support Information Officer for two years at Herbert Smith LLP in London.

Ms. Morganelli is a resident of Wrentham, MA.

About the Firm

Founded in 1995, Baker, Braverman & Barbadoro P.C. is a full-service law firm located in Quincy committed to providing every client with personal attention and superior legal service at reasonable rates.

The firm’s attorneys provide legal advice and counsel to individuals, businesses and families throughout Quincy, Braintree, South Shore and metro Boston areas. Led by five partners with a combined 100+ years of experience, Baker, Braverman & Barbadoro’s practice areas include litigation, tax, trust and estate planning, real estate, zoning and land use, corporate law, finance, criminal defense, immigration law, election law, and divorce and family law. Baker, Braverman & Barbadoro also offers a Speaker’s Bureau on topics of tax, estate planning, small business law and corporate law.

Baker, Braverman & Barbadoro, P.C. is headquartered at 300 Crown Colony Drive, Suite 500 in Quincy, MA. For more information, contact (781) 202-6929 or visit their website at http://www.bbb-lawfirm.com.

Tarlow, Breed, Hart & Rodgers steps up to join the ABA-EPA Law Office Climate Challenge.

DATELINE: BOSTON, MA…
Tarlow, Breed, Hart & Rodgers has stepped up to the plate once again to champion conservation efforts at their Boston office by joining the ABA-EPA Law Office Climate Challenge. The firm also recently achieved certification as a “Sustainable Business Leader” by participating in the Boston Redevelopment Authority (BRA) and Mass Department of Environmental Protection (DEP)’s Sustainable Business Leader Program (SBLP).

The ABA-EPA Law Office Climate Challenge is being presented by the American Bar Association (ABA) Section of Environment, Energy and Resources (SEER), in cooperation with the U.S. Environmental Protection Agency (EPA.) The ABA Law Practice Management Section (LPM) is also co-sponsoring this initiative. Law offices participating in the Climate Challenge are encouraged to take specific steps to conserve energy and resources, as well as reduce emissions of greenhouse gases and other pollutants.

Tarlow, Breed, Hart & Rodgers’ involvement in the Climate Challenge entails the adoption of best practices for office paper management by reducing paper usage, increasing recycled content in paper purchased, and increasing recycling.
Some of the best practices that Tarlow, Breed, Hart & Rodgers are employing to improve office paper management include:
• Purchasing copier, printer, letterhead, and bond paper, as well as business and manila envelopes, with at least a 30% post-consumer recycled content.
• Recycling approximately 90% of discarded mixed office paper, defined as all types of white copier and printer paper, bond and letterhead paper, note paper, colored paper, and envelopes.
• Instituting a policy of double-sided printing and copying for drafts and internal documents by setting copiers and printers on double-sided as the default mode.

Law offices that adopt at least two of these three best practices will qualify as a “Law Office Climate Challenge Partner.”

Tarlow, Breed, Hart & Rodgers, P.C.
Formed in 1991, Tarlow, Breed, Hart & Rodgers, P.C. is committed to providing high quality, comprehensive legal services to its clients. Featuring a breadth and depth of experience and perspective usually found only at larger law firms, Tarlow, Breed, Hart & Rodgers. P.C. offers sophisticated legal counsel to entrepreneurs, businesses, individuals, families, and institutions.

Tarlow, Breed, Hart & Rodgers’ areas of expertise include corporate law, employment matters, mergers and acquisitions, litigation and dispute resolution, estate planning, taxation, real estate, bankruptcy, and municipal law.

The offices of Tarlow, Breed, Hart & Rodgers, P.C. are located at 101 Huntington Avenue, Prudential Center, in Boston, MA 02199. For additional information, please call 1-617-218-2000, e-mail info@tbhr-law.com, or visit www.tbhr-law.com.

Tarlow, Breed, Hart & Rodgers hosts free seminars in January on Wills and Trusts in Uncertain Times.

DATELINE: BOSTON, MA…

Are you relying on yesterday’s strategies to deal with today’s issues? Uncertain times are leading to changing economic circumstances for many individuals and families, making estate planning a topic of critical interest.

Learn more about “Wills and Trusts in Uncertain Times” at a seminar presented by Tarlow, Breed, Hart & Rodgers of Boston. This free seminar will be held on Tuesday January 5, 2010 from 6:30 to 8:30 PM at the Wellesley Free Library located at 530 Washington Street, Wellesley Square, in Wellesley, MA. The same seminar will be repeated on Tuesday January 12, 2010 also from 6:30 to 8:30 PM at the Wellesley Library. On Thursday January 14, 2010 the seminar will be presented from 5 to 7 PM at the Wayland Library located at 5 Concord Road in Wayland, MA. The seminar is free and open to the public and light refreshments will be served. To reserve your place, please call (617) 218-2097 or email events@tbhr-law.com

The seminar will be presented by Perry Ganz, Esq. a partner with Tarlow, Breed, Hart & Rodgers, P.C of Boston. Attorney Ganz focuses his practice in the areas of estate planning and taxation and was named a Massachusetts Rising Star by Boston Magazine. He is a frequent speaker on estate planning strategies and has written articles for various publications, as well as the chapter entitled “Making Charitable Contributions” in Drafting Estate Plans, a Massachusetts Continuing Legal Education publication. He has also been quoted in the Wall Street Journal on changes in the federal estate tax law.

A variety of real life issues will be discussed, including pending and/or recent estate tax changes, common estate planning errors, asset protection strategies, estate tax reduction strategies, and avoiding probate. Plan on attending to learn more and to explore current estate planning issues and options.

Tarlow, Breed, Hart & Rodgers, P.C.

Formed in 1991, Tarlow, Breed, Hart & Rodgers, P.C. is committed to providing high quality, comprehensive legal services to its clients. Featuring a breadth and depth of experience and perspective usually found only at larger law firms, Tarlow, Breed, Hart & Rodgers. P.C. offers sophisticated legal counsel to entrepreneurs, businesses, individuals, families, and institutions.

Tarlow, Breed, Hart & Rodgers’ areas of expertise include corporate law, employment matters, mergers and acquisitions, litigation and dispute resolution, estate planning, taxation, real estate, bankruptcy, and municipal law.

The offices of Tarlow, Breed, Hart & Rodgers, P.C. are located at 101 Huntington Avenue, Prudential Center, in Boston, MA 02199. For additional information, or to arrange for a consultation, please call 1-617-218-2000, e-mail info@tbhr-law.com, or visit www.tbhr-law.com.

Attorney Lee Holland of Tarlow, Breed, Hart & Rodgers, P.C. urges consumers to learn how to protect themselves from investment fraud.

DATELINE:  BOSTON, MA…
Do you know how to protect yourself from the next Bernie Madoff when you choose a broker or make an investment? Attorney Lee Holland, of Tarlow, Breed, Hart & Rodgers, P.C. of Boston, MA, firmly believes in the age-old adage that if an investment opportunity sounds too good to be true it probably is.

However, Attorney Holland, who is also a Public Arbitrator for the Financial Industry Regulatory Authority (FINRA), the largest independent regulator for all securities firms doing business in the United States, urges investors to go a step further to arm themselves against the potential of investment fraud.

“Education and information are the best tools against possible investment fraud. As a FINRA arbitrator I see the aftermath of poor choices made by both investors and financial industry professionals. As a result of this experience, I have become a strong proponent of promulgating information to better educate those on both sides of the investment equation and have found FINRA to be a great educational resource,” explains Holland.

Despite the high profile cases of investment fraud in the headlines, the potential for new fraudulent investment schemes may increase as investors, eager to recoup their losses in times of continued economic uncertainty, fall prey to a new generation of scam artists.

To help avoid investment fraud:
1.    Verify the license of anyone promoting an investment opportunity:
•    For brokers check www.FINRA.org
•    For investment advisors visit www.adviserinfo.sec.gov
•    For insurance agents check your state insurance department
•    For all sellers check with your state securities regulator
2.    Verify that an investment is registered:
•    Check investment registrations at www.sec.gov/edgar.shtml
3.    Be aware of the warning signs of investment fraud:
•    Unreasonable guarantees
•    Unregistered products
•    Promise of no fluctuations in returns
•    Complicated investment strategies
•    Undocumented securities or stocks
•    Incomplete or inaccurate account statements
•    Pushy salespeople warning you must “act now”
4.    Avoid fitting the investment fraud victim profile found in a 2007 FINRA survey:
•    Victims often own high-risk investments, including penny stocks, promissory notes, futures, options or private investments in foreign currency;
•    Victims tend to rely primarily on friends, family, co-workers for investment advice (70 percent)
•    Victims can be too open to new investment information (for example, three times as many victims went to a free investment seminar than the national sample)
•    Victims may fail to check the background of an investment or a broker
•    Victims are often unable to spot persuasion tactics used by fraudsters

Holland urges all investors to invest their time becoming better educated, before investing their money, to avoid the risk of becoming a future victim of investment fraud. Attorney Holland, an Associate in Tarlow, Breed, Hart & Rodgers’ Litigation Group, has extensive experience with alternative dispute resolution, both as an advocate and as a neutral.

FINRA
FINRA, the Financial Industry Regulatory Authority, is the largest independent regulator for all securities firms doing business in the United States. FINRA is dedicated to investor protection and market integrity through comprehensive regulation. FINRA touches virtually every aspect of the securities business – from registering and educating all industry participants to examining securities firms; writing and enforcing rules and the federal securities laws; informing and educating the investing public; providing trade reporting and other industry utilities; and administering the largest dispute resolution forum for investors and firms.

Tarlow, Breed, Hart & Rodgers, P.C.
Formed in 1991, Tarlow, Breed, Hart & Rodgers, P.C. is committed to providing high quality, comprehensive legal services to its clients. Featuring a breadth and depth of experience and perspective usually found only at larger law firms, Tarlow, Breed, Hart & Rodgers. P.C. offers sophisticated legal counsel to entrepreneurs, businesses, individuals, families, and institutions.

Tarlow, Breed, Hart & Rodgers’ areas of expertise include corporate law, employment matters, mergers and acquisitions, litigation and dispute resolution, estate planning, taxation, real estate, bankruptcy, and municipal law.

The offices of Tarlow, Breed, Hart & Rodgers, P.C. are located at 101 Huntington Avenue, Prudential Center, in Boston, MA 02199. For additional information, or to arrange for a consultation, please call 1-617-218-2000, e-mail info@tbhr-law.com, or visit www.tbhr-law.com.