Congrats to Amy Hagiu! Congratulations to Amy Hagiu for successfully passing the CPA Exam and receiving her CPA license. Despite the unforgiving 45-50% pass… Continue reading “Congrats to Amy Hagiu!”…
2013 Corporate and Individual Tax Organizers Tax season is approaching! We have added for your convenience our 2013 Individual Tax Organizer and 2013 Corporate Tax Organizer. You just simply… Continue reading “2013 Corporate and Individual Tax Organizers”…
2013 Red Flag Seminar Our seminar is coming up soon! This year the theme is Red Flag Seminar. The seminar will touch upon subjects… Continue reading “2013 Red Flag Seminar”…
New Custody Rule Learn more about the New Custody Form for Broker/Dealers effective December 31, 2013. New Custody Rule Continue reading “New Custody Rule”…
CSUN’s Meet the Firms Event BAI was represented at this fall’s 2013 CSUN’s Meet the Firms event, held at the Odyssey Restaurant in Granada… Continue reading “CSUN’s Meet the Firms Event”…
Francisco Vasquez joins BAI! Francisco “Cisco” Vasquez joins the BAI family. Cisco comes to our firm as a Cum Laude graduate from California State… Continue reading “Francisco Vasquez joins BAI!”…
BAI Grows & Grows It has been seven (7) years and BAI has done it again. We have outgrown our current office space. We will be… Continue reading “BAI Grows & Grows”…
BAI Annual Management Retreat We marked our 19th annual management retreat at the Embassy Suites Temecula Valley Wine Country. We spent a fantastic time… Continue reading “BAI Annual Management Retreat”…
Northridge welcome to Shahid Mirza! We’re looking forward to a long and fruitful association with CPA candidate Shahid Mirza, who joined Breard’s Northridge staff in… Continue reading “Northridge welcome to Shahid Mirza!”…
Chicago welcome to Anthony Elly! We are thrilled to have Anthony Elly on board the Breard team in Chicago. A seasoned financial professional who spent… Continue reading “Chicago welcome to Anthony Elly!”…