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This Week in Wealth Management Deals: May 10, 2021

The mergers, acquisitions and deals you may have missed the week of May 10, 2021.
Several deals hit the wire this week.
Canadian serial RIA acquirer CI Financial announced that it entered the San Diego market, adding Dowling & Yahnke, an RIA with $5.6 billion in assets under management, to its portfolio.
An LPL Financial office of supervisory jurisdiction with $3 billion in AUM acquired U.S. Financial Advisors in Braintree, Mass. The firm manages about $750 million in client assets.
Another Canadian firm that’s been building out its U.S. arm, RBC Wealth Management, picked up a firm in Princeton, N.J., that managed $1.6 billion in AUM and consulted over $5 billion in retirement plan assets, endowments and foundations at UBS Wealth Management USA. ....

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Pacific Valley Bank Announces its First Quarter 2021 Financial Results and Continued Participation in the CARES Act Paycheck Protection Program

Pacific Valley Bank Announces its First Quarter 2021 Financial Results and Continued Participation in the CARES Act Paycheck Protection Program
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SALINAS, Calif., May 3, 2021 /PRNewswire/ Pacific Valley Bank (OTC Pink: PVBK) announced its unaudited earnings results for the first quarter 2021. Net income for the three months ended March 31, 2021 was $1.13 million, representing an increase of 89% compared with the same period of 2020. Earnings per share for the first quarter 2021 were $0.28 compared with $0.15 for the first quarter 2020.
As of March 31, 2021, total assets were $466.8 million. Since December 31, 2020, total assets have increased $1.9 million or 0.41%, and since March 31, 2020, total assets have increased by $132.7 million or 40%. Anker Fanoe, President and CEO, commented, Economic circumstances continue to improve in Monterey County as companies work toward returning to pre-pandemic operatio ....

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Taxes, Taxes and More Taxes

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My phone is abuzz these days. With the prospect for higher income and estate taxes looming, more people want to talk about financial planning. The tax hikes may not all be just for the super-rich either.
Here’s a quick review of the tax proposals floating around the Beltway and some of the planning ideas we are reviewing with clients. For a deeper dive, join our in-house tax team for a webinar on May 11, 4pm EST, register here: Estate and Income Tax Proposals & Planning.
Estate Tax Proposals
Sen. Bernie Sanders of Vermont introduced an 18-page bill, the “For the 99.5% Act.” The act calls for lowering the federal estate tax exemption at death for individuals from the current $11.7 million ($23.4 million if married) to $3.5 million ($7 million if married) at death. Estates under the exemption amount are not subject to the federal estate tax at death. ....

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Summit Financial Backs Miami-Based RIA Kandor Global

Kandor, which serves international clients, comes under Summit s custom capital model, launched in January.
Summit Financial has taken a minority, non-controlling stake in Kandor Global, a Miami-based registered investment advisor with $450 million in client assets. The firm joins under its new custom capital model, Summit Growth Partners, which was launched in January with the help of Merchant Investment Management.
Kandor, which specializes in serving the Latin American business community, represents Summit’s 13th such investment and its first aimed at serving international clients. The RIA was launched late last year by CEO Guillermo Vernet, who stepped down from his role as head of Insigneo Wealth Advisors, the RIA owned by Insigneo Financial Group, a financial services firm that specializes in serving non-U.S. clients. ....

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Tri-Cities organizations host Kentucky Derby event benefitting TROT

Tri-Cities organizations host Kentucky Derby event benefitting TROT
yaktrinews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from yaktrinews.com Daily Mail and Mail on Sunday newspapers.

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