Published: CIMA Represents the Summit of Financial Services Expertise

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What Is the General Business Tax Credit?

Jake Kagele capitalizes on decades of wealth management experience as a Tucson, AZ-based financial advisor. A graduate of executive programs at The Wharton School of the University of Pennsylvania, Jake Kagele serves as the managing director of NOVA Financial Services.

NOVA Financial Services’ clients include Salpointe Catholic High School, for which it has secured over $100,000 in business tax credits to date. Also known as corporate tax credits, business tax credits facilitate the reduction of taxes that an organization owes to the federal government.

Distilled spirits, low-income housing, work opportunity, and general business credits are among the wide variety of possible corporate tax credits available. The general business credit, which actually represents the sum of multiple other corporate tax credits, incentivizes certain business activities. These include engaging in research or starting a pension plan. Although the credit directly reduces a tax bill, it cannot reduce tax liability below $0.

For additional information on the general business tax credit, follow the “Business Tax Credits” link at www.irs.gov/businesses.

Published: Wharton School’s Certified Investment Management Analyst (CIMA) Course

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A Look at the ACE 2020 Exceptional Advisor Conference

Certified Investment Management Analyst Jake Kagele enjoys supporting his local community along with his wife, who serves as the president of Boys & Girls Clubs of Tucson. Professionally, Jake Kagele has served as the managing director of NOVA Financial Services in Tucson, AZ, since 2009.

Outside of his professional work, Mr. Kagele maintains active membership with the Investments & Wealth Institute. Founded in 1985 as the Investment Management Consultants Association (IMCA), this entity has delivered advanced credentialing and educational services to finance professionals and wealth managers.

IMCA also serves its members through a variety of professional events, including its Annual Conference Experience (ACE). ACE 2020, titled the Exceptional Advisor Conference, will be held May 27-30 in Boston.

In addition to standard conference experiences like networking opportunities, expert speakers, and an exhibit hall, ACE 2020 offers engaging workshops and “super sessions” in partnership with Harvard University, Massachusetts Institute of Technology, and The Wharton School of the University of Pennsylvania. Moreover, the event offers post-session receptions, complete with entertainment.

For additional information, visit www.investmentsandwealth.org.