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F.L. Putnam Investment Management taps Jill Hibyan as private client advisor

NEW HIRES F.L. Putnam Investment Management Co. has hired Jill Hibyan as a private client adviser in its Portland office. Hibyan brings nearly two decades of experience working with high and ultra-high-net-worth individuals, families and institutions. Most recently, she served as vice president and portfolio manager at R.M. Davis, where she was responsible for servicing […] ....

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Kennebec Savings subsidiary KFS Mortgage Co. names Sarah Sachs as president

NEW HIRES Sarah Sachs has been named president of KFS Mortgage Co., a Waterville-based lending corporation and subsidiary of Kennebec Savings Bank. Sachs brings extensive experience in residential mortgage, retail banking and small business lending to her new role. Most recently, she served in key roles at other banks as a vice president and mortgage […] ....

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U.S. economy and Inflation Reduction Act will affect EOY client conversations

While many new tax provisions don't take effect until 2023, tax advisors will be expected to alert their clients to issues affecting them. ....

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CPAs must advise clients of green energy opportunities in the Inflation Reduction Act

Not keeping abreast of the green provisions of the Inflation Reduction Act could lead to trouble. ....

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